2023 Form 5500 filing — The Tobin Group 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 20240709121703NAL0028933986001) for The Tobin Group 401(K) Plan, reported by The Tobin Group under EIN 38-2374406 and plan number 001. It reports 210 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)$3.4MReported net assets$3,413,634
Participants210
Provider compensation$17K3 Schedule C row(s)$16,995
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240709121703NAL0028933986001
- Plan sponsor
- The Tobin Group
- EIN
- 38-2374406
- Plan number
- 001
- Location
- Farmington Hills, MI
- Received date
- not reported in the loaded dataset
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)$3.4M total assets
Net assets$3.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,413,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,413,634
- Employer contributions
- $11,405
- Participant contributions
- $248,384
- Total income / additions
- $686,155
- Benefits paid
- $534,672
- Administrative expenses
- $11,347
- Total expenses
- $547,530
- Net increase / (decrease)
- $138,625
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Glass Retirement Strategies, Inc. | CONTRACT ADMIN | $11,675 | $3,336 |
| Empower Advisor Group LLC | INVESTMENT MGNT | $1,802 | not reported in the loaded dataset |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $182 | $0 |