2023 Form 5500 filing — Tony Downs Foods Company 401(K) Profit Sharing Plan And Trust

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 20241002114722NAL0014884816001) for Tony Downs Foods Company 401(K) Profit Sharing Plan And Trust, reported by Tony Downs Foods Company under EIN 41-0673792 and plan number 001. It reports 586 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241002114722NAL0014884816001
Filing year
2023
Form type
3
Plan sponsor
Tony Downs Foods Company
EIN
41-0673792
Plan number
001
Location
Mankato, MN
Participants
586
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$25,398,420
Total liabilities (EOY)
$4,717
Net assets (EOY)
$25,393,703
Employer contributions
$382,320
Participant contributions
$1,344,590
Total income / additions
$5,875,520
Benefits paid
$1,819,422
Administrative expenses
$99,454
Total expenses
$1,918,876
Net increase / (decrease)
$3,956,644
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Murray Financial GroupADVISOR$76,870not reported in the loaded dataset
Alerus Financial, N.A.TPA$22,583not reported in the loaded dataset

Related Form 5500 pages