2023 Form 5500 filing — Toba, Inc. Profit Sharing 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 20240905150110NAL0010452931001) for Toba, Inc. Profit Sharing Retirement Plan, reported by Toba, Inc. under EIN 47-0793150 and plan number 001. It reports 374 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)$5.3MReported net assets$5,263,107
Participants374
Provider compensation$59.8K3 Schedule C row(s)$59,794
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240905150110NAL0010452931001
- Plan sponsor
- Toba, Inc.
- EIN
- 47-0793150
- Plan number
- 001
- Location
- Grand Island, NE
- 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)$5.3M total assets
Net assets$5.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,263,107
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,263,107
- Employer contributions
- $459,070
- Participant contributions
- $523,543
- Total income / additions
- $1,626,269
- Benefits paid
- $533,427
- Administrative expenses
- $51,269
- Total expenses
- $584,696
- Net increase / (decrease)
- $1,041,573
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $44,251 | $0 |
| Raymond James Insurance Group Inc | OTHER SERVICES | $0 | $8,543 |
| Ring Auditing | ACCOUNTANT | $7,000 | not reported in the loaded dataset |