2023 Form 5500 filing — Tonry Insurance Group, Inc. 401(K) Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240516132136NAL0022608995001) for Tonry Insurance Group, Inc. 401(K) Profit Sharing Plan, reported by Tonry Insurance Group, Inc. under EIN 04-3513595 and plan number 001. It reports 23 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.9MReported net assets$6,895,602
Participants23
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240516132136NAL0022608995001
Plan sponsor
Tonry Insurance Group, Inc.
EIN
04-3513595
Plan number
001
Location
Braintree, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.9M total assets
Net assets$6.9MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$170.5K
Benefits paid / distributions$157.7K
Contributions
Employer$86.2K
Participant$96.2K
Full reported line items
Total assets (EOY)
$6,895,602
Total liabilities (EOY)
$0
Net assets (EOY)
$6,895,602
Employer contributions
$86,160
Participant contributions
$96,246
Total income / additions
$1,012,889
Benefits paid
$157,720
Administrative expenses
$12,801
Total expenses
$170,521
Net increase / (decrease)
$842,368

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240516132136NAL0022608995001 cover?
It is the 2023 Form 5500 filing for Tonry Insurance Group, Inc. 401(K) Profit Sharing Plan, reported by Tonry Insurance Group, Inc. (EIN 04-3513595).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages