2023 Form 5500 filing — Intertec Employees' Profit Sharing And Savings 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 20241002125255NAL0008790657001) for Intertec Employees' Profit Sharing And Savings Plan And Trust, reported by Toledo Engineering Co., Inc. under EIN 34-4375060 and plan number 001. It reports 211 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)$27.9MReported net assets$27,875,195
Participants211
Provider compensation$105.1K3 Schedule C row(s)$105,109
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002125255NAL0008790657001
Plan sponsor
Toledo Engineering Co., Inc.
EIN
34-4375060
Plan number
001
Location
Toledo, OH
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)$27.9M total assets
Net assets$27.9MLiabilities$0
Money in vs. money out
Total income / additions$3.6M
Total expenses$2M
Benefits paid / distributions$1.9M
Contributions
Employer$682.2K
Participant$0
Full reported line items
Total assets (EOY)
$27,875,195
Total liabilities (EOY)
$0
Net assets (EOY)
$27,875,195
Employer contributions
$682,241
Participant contributions
$0
Total income / additions
$3,580,836
Benefits paid
$1,890,831
Administrative expenses
$71,259
Total expenses
$1,962,090
Net increase / (decrease)
$1,618,746
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT MGMT · Direct $76.2K
  2. 2
    INVESTMENT ADVISOR · Direct $28.9K
  3. 3
    RECORDKEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002125255NAL0008790657001 cover?
It is the 2023 Form 5500 filing for Intertec Employees' Profit Sharing And Savings Plan And Trust, reported by Toledo Engineering Co., Inc. (EIN 34-4375060).
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