2023 Form 5500 filing — Torgerson'S LLC 401(K) 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 20241015172024NAL0049104560001) for Torgerson'S LLC 401(K) Plan, reported by Torgersons, LLC under EIN 81-0539079 and plan number 001. It reports 327 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)$10MReported net assets$9,975,741
Participants327
Provider compensation$1.1K1 Schedule C row(s)$1,138
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015172024NAL0049104560001
Plan sponsor
Torgersons, LLC
EIN
81-0539079
Plan number
001
Location
Great Falls, MT
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)$10M total assets
Net assets$10MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$968.5K
Benefits paid / distributions$955.2K
Contributions
Employer$205K
Participant$918.3K
Full reported line items
Total assets (EOY)
$9,975,741
Total liabilities (EOY)
$0
Net assets (EOY)
$9,975,741
Employer contributions
$205,013
Participant contributions
$918,305
Total income / additions
$2,913,450
Benefits paid
$955,157
Administrative expenses
$7,037
Total expenses
$968,531
Net increase / (decrease)
$1,944,919
Schedule C

Reported service provider compensation

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

  1. 1
    RETAINED BY EMPLOYER · Direct $1.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015172024NAL0049104560001 cover?
It is the 2023 Form 5500 filing for Torgerson'S LLC 401(K) Plan, reported by Torgersons, LLC (EIN 81-0539079).
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