2023 Form 5500 filing — Tory Burch, 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 20241015190438NAL0049476352001) for Tory Burch, LLC 401(K) Plan, reported by Tory Burch, LLC under EIN 56-2384277 and plan number 001. It reports 2,907 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)$93.8MReported net assets$93,798,467
Participants2.9K2,907
Provider compensation$154K2 Schedule C row(s)$153,983
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015190438NAL0049476352001
Plan sponsor
Tory Burch, LLC
EIN
56-2384277
Plan number
001
Location
New York, NY
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)$93.8M total assets
Net assets$93.8MLiabilities$0
Money in vs. money out
Total income / additions$31.6M
Total expenses$8.6M
Benefits paid / distributions$8.4M
Contributions
Employer$4.9M
Participant$10.2M
Full reported line items
Total assets (EOY)
$93,798,467
Total liabilities (EOY)
$0
Net assets (EOY)
$93,798,467
Employer contributions
$4,910,498
Participant contributions
$10,218,903
Total income / additions
$31,630,471
Benefits paid
$8,415,899
Administrative expenses
$153,983
Total expenses
$8,575,846
Net increase / (decrease)
$23,054,625
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $99K · Indirect $0
  2. 2
    ADVISOR · Direct $55K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015190438NAL0049476352001 cover?
It is the 2023 Form 5500 filing for Tory Burch, LLC 401(K) Plan, reported by Tory Burch, LLC (EIN 56-2384277).
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