2023 Form 5500 filing — Tori Richard, Ltd. 401(K) Retirement Savings 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 20241004185442NAL0011851825001) for Tori Richard, Ltd. 401(K) Retirement Savings Plan, reported by Tori Richard, Ltd. under EIN 99-0088802 and plan number 001. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004185442NAL0011851825001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tori Richard, Ltd.
- EIN
- 99-0088802
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,127,274
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,127,274
- Employer contributions
- $95,075
- Participant contributions
- $538,553
- Total income / additions
- $1,721,769
- Benefits paid
- $348,702
- Administrative expenses
- $34,645
- Total expenses
- $407,202
- Net increase / (decrease)
- $1,314,567
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hicks Pension Services | CONTRACT ADMIN | $14,999 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs | RECORDKEEPER | $10,422 | not reported in the loaded dataset |
| Linked Accounting LLC | AUDIT FEES | $9,424 | $0 |