2023 Form 5500 filing — Toli Management Corp Dba Mcdonald'S 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 20241205082421NAL0008117216001) for Toli Management Corp Dba Mcdonald'S 401(K) Plan, reported by Toli Management Corp. Dba Mcdonalds under EIN 11-3200700 and plan number 001. It reports 793 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)$1.2MReported net assets$1,152,382
Participants793
Provider compensation$27.4K3 Schedule C row(s)$27,441
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241205082421NAL0008117216001
Plan sponsor
Toli Management Corp. Dba Mcdonalds
EIN
11-3200700
Plan number
001
Location
Bronx, 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)$1.2M total assets
Net assets$1.2MLiabilities$419
Money in vs. money out
Total income / additions$263.1K
Total expenses$58.3K
Benefits paid / distributions$30.8K
Contributions
EmployerNot reported
Participant$88K
Full reported line items
Total assets (EOY)
$1,152,801
Total liabilities (EOY)
$419
Net assets (EOY)
$1,152,382
Participant contributions
$87,997
Total income / additions
$263,073
Benefits paid
$30,836
Administrative expenses
$27,441
Total expenses
$58,277
Net increase / (decrease)
$204,796
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $17.3K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $8.9K · Indirect $0
  3. 3
    INVESTMENT ADVISORY-PLAN · Direct $1.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241205082421NAL0008117216001 cover?
It is the 2023 Form 5500 filing for Toli Management Corp Dba Mcdonald'S 401(K) Plan, reported by Toli Management Corp. Dba Mcdonalds (EIN 11-3200700).
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