Plan5500

Toltz King Duvall Anderson And Associates Incorporated — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Toltz King Duvall Anderson And Associates Incorporated (EIN 41-0579540) is a plan sponsor located in St Paul, MN with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
41-0579540
Location
St Paul, MN
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Toltz King Duvall Anderson And Associates Incorporated

  • 4 loaded plans hold $110.7M in reported assets.
  • The largest, Toltz King Duvall Anderson And Associates Incorpor 401k Flexible Savings Plan, holds 53% of this company's reported plan assets.
  • Plans cover 1,476 reported participants.
  • 2 of 4 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$110.5MSummed across loaded plans$110,539,151
Total reported assets$110.7M$110,696,991
Total reported participants1.5K1,476
Total reported liabilities$157.8K$157,840

Reported net position

Reported assets = net assets + liabilities (summed)$110.7M total assets
Net assets$110.5MLiabilities$157.8K
Contributions & income
Employer contributions$4.7M
Participant contributions$3.9M
Total income / additions$23.1M
Expenses & distributions
Benefits paid / distributions$6.2M
Total expenses$6.3M
Net increase / (decrease)$16.8M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets53%Toltz King Duvall Anderson And Associates Incorpor 401k Flexible Savings Plan
Participants per plan369Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Toltz King Duvall Anderson And Associates Incorpor 401k Flexible Savings Plan$59.1M
    Plan #001 · 451 participants · 2023
  2. 2
    Toltz King Duvall Anderson And Associates Incorpor Employee Stock Ownership Plan$51.6M
    Plan #002 · 401 participants · 2023
  3. 3
    Toltz King Duvall Anderson And Associates Incorpor Group Life Ad&D And Disability Plannot reported in the loaded dataset
    Plan #502 · 317 participants · 2023
  4. 4
    Toltz King Duvall Anderson And Associates Incorpor Health Care Plannot reported in the loaded dataset
    Plan #501 · 307 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Toltz King Duvall Anderson And Associates Incorporated. Open one for its full reported snapshot.

  1. 2023
    Toltz King Duvall Anderson And Associates Incorpor 401k Flexible Savings Plan451 participants · 2Sch HSch C
    View filing →
  2. 2023
    Toltz King Duvall Anderson And Associates Incorpor Health Care Plan307 participants · 2No schedules
    View filing →
  3. 2023
    Toltz King Duvall Anderson And Associates Incorpor Group Life Ad&D And Disability Plan317 participants · 2No schedules
    View filing →
  4. 2023
    Toltz King Duvall Anderson And Associates Incorpor Employee Stock Ownership Plan401 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Toltz King Duvall Anderson And Associates Incorporated report on Form 5500?
Toltz King Duvall Anderson And Associates Incorporated (EIN 41-0579540) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Toltz King Duvall Anderson And Associates Incorporated?
The Employer Identification Number (EIN) reported for Toltz King Duvall Anderson And Associates Incorporated is 41-0579540.
What is the latest Form 5500 filing year for Toltz King Duvall Anderson And Associates Incorporated?
The latest loaded Form 5500 filing year for Toltz King Duvall Anderson And Associates Incorporated is 2023.

Related Form 5500 pages