2023 Form 5500 filing — Tolunay-Wong Engineers, Inc. 401(K) 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 20240611235919NAL0028626913001) for Tolunay-Wong Engineers, Inc. 401(K) Plan, reported by Tolunay-Wong Engineers, Inc. under EIN 76-0409302 and plan number 001. It reports 306 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.7MReported net assets$11,731,138
Participants306
Provider compensation$39.2K3 Schedule C row(s)$39,202
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240611235919NAL0028626913001
Plan sponsor
Tolunay-Wong Engineers, Inc.
EIN
76-0409302
Plan number
001
Location
Houston, TX
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$11.7M total assets
Net assets$11.7MLiabilities$0
Money in vs. money out
Total income / additions$3.1M
Total expenses$371.7K
Benefits paid / distributions$335.7K
Contributions
Employer$413K
Participant$876.4K
Full reported line items
Total assets (EOY)
$11,731,138
Total liabilities (EOY)
$0
Net assets (EOY)
$11,731,138
Employer contributions
$413,022
Participant contributions
$876,354
Total income / additions
$3,079,737
Benefits paid
$335,678
Administrative expenses
$35,996
Total expenses
$371,674
Net increase / (decrease)
$2,708,063
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPING FEE · Direct $19.6K
  2. 2
    ADVISORY FEE · Direct $16K
  3. 3
    CONTRACT ADMIN · Direct $3.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240611235919NAL0028626913001 cover?
It is the 2023 Form 5500 filing for Tolunay-Wong Engineers, Inc. 401(K) Plan, reported by Tolunay-Wong Engineers, Inc. (EIN 76-0409302).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages