2023 Form 5500 filing — Toll Brothers 401k 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 20241014100437NAL0026980193001) for Toll Brothers 401k Savings Plan, reported by Toll Bros., Inc. under EIN 23-2417123 and plan number 002. It reports 6,216 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014100437NAL0026980193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Toll Bros., Inc.
- EIN
- 23-2417123
- Plan number
- 002
- Location
- Fort Washington, PA
- Participants
- 6,216
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $627,496,919
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $627,496,919
- Employer contributions
- $17,307,522
- Participant contributions
- $36,810,953
- Total income / additions
- $162,440,638
- Benefits paid
- $44,623,531
- Administrative expenses
- $254,957
- Total expenses
- $44,878,488
- Net increase / (decrease)
- $117,562,150
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retire Ins.& Annuity Co. | NONE | $161,965 | $0 |
| Prospera Financial | NONE | $60,000 | not reported in the loaded dataset |
| Eisneramper, Llp | NONE | $30,449 | not reported in the loaded dataset |