Tori Richard, Ltd. 401(K) Retirement Savings Plan — Form 5500 plan (Tori Richard, Ltd.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Tori Richard, Ltd. 401(K) Retirement Savings Plan is a benefit plan reported by Tori Richard, Ltd. under EIN 99-0088802 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $7,127,274 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tori Richard, Ltd.
EIN
99-0088802
Plan number
001
Plan type
2
Location
Honolulu, HI
Latest filing year
2023
Participants
170
End-of-year plan assets
$7,127,274

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023170H, C20241004185442NAL0011851825001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,127,274
Total liabilities (EOY)
$0
Net assets (EOY)
$7,127,274
Net assets (BOY)
$5,812,707

Income & contributions

Employer contributions
$95,075
Participant contributions
$538,553
Total contributions
$736,566
Total income / additions
$1,721,769

Expenses & distributions

Benefits paid
$348,702
Administrative expenses
$34,645
Total expenses
$407,202
Net increase / (decrease)
$1,314,567

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hicks Pension ServicesCONTRACT ADMIN$14,999not reported in the loaded dataset2023
Capital Group Retirement Plan SvcsRECORDKEEPER$10,422not reported in the loaded dataset2023
Linked Accounting LLCAUDIT FEES$9,424$02023

Related Form 5500 pages