2023 Form 5500 filing — Tol 401(K) Retirement 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 20240620093459NAL0001599088001) for Tol 401(K) Retirement Plan, reported by Sci Acquisition Co., Inc. under EIN 27-0654500 and plan number 002. It reports 543 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240620093459NAL0001599088001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sci Acquisition Co., Inc.
- EIN
- 27-0654500
- Plan number
- 002
- Location
- Austin, TX
- Participants
- 543
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,428,153
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,428,153
- Employer contributions
- $128,093
- Participant contributions
- $769,074
- Total income / additions
- $1,514,252
- Benefits paid
- $468,597
- Administrative expenses
- $40,653
- Total expenses
- $536,932
- Net increase / (decrease)
- $977,320
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $38,339 | $0 |
| Procourse Fiduciary Advisors | SERVICE PROVIDER | $2,314 | not reported in the loaded dataset |