2023 Form 5500 filing — Dave Tomasch Inc 401k 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 20241015152039NAL0014949923001) for Dave Tomasch Inc 401k Plan, reported by Dave Tomasch Inc under EIN 30-0152218 and plan number 001. It reports 171 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)$2.4MReported net assets$2,382,761
Participants171
Provider compensation$2.4K2 Schedule C row(s)$2,413
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015152039NAL0014949923001
Plan sponsor
Dave Tomasch Inc
EIN
30-0152218
Plan number
001
Location
Indianapolis, IN
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)$2.4M total assets
Net assets$2.4MLiabilities$0
Money in vs. money out
Total income / additions$859K
Total expenses$157.2K
Benefits paid / distributions$136.5K
Contributions
Employer$156.1K
Participant$386.6K
Full reported line items
Total assets (EOY)
$2,382,761
Total liabilities (EOY)
$0
Net assets (EOY)
$2,382,761
Employer contributions
$156,056
Participant contributions
$386,577
Total income / additions
$859,037
Benefits paid
$136,456
Administrative expenses
$2,414
Total expenses
$157,152
Net increase / (decrease)
$701,885
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $2.4K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015152039NAL0014949923001 cover?
It is the 2023 Form 5500 filing for Dave Tomasch Inc 401k Plan, reported by Dave Tomasch Inc (EIN 30-0152218).
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