2023 Form 5500 filing — Torti Gallas And Partners, Inc. 401(K) Profit Sharing 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 20241209162247NAL0006779107001) for Torti Gallas And Partners, Inc. 401(K) Profit Sharing Plan, reported by Torti Gallas And Partners, Inc. under EIN 52-0847751 and plan number 001. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241209162247NAL0006779107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Torti Gallas And Partners, Inc.
- EIN
- 52-0847751
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,331,439
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,331,439
- Employer contributions
- $101,317
- Participant contributions
- $1,235,576
- Total income / additions
- $6,439,185
- Benefits paid
- $3,217,612
- Administrative expenses
- $54,011
- Total expenses
- $3,271,623
- Net increase / (decrease)
- $3,167,562
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $96,457 | $0 |
| Private Advisors Group, LLC | INVESTMENT ADVISOR | $38,513 | not reported in the loaded dataset |
| Coastal Pension Services, Inc. | TPA | $8,640 | not reported in the loaded dataset |
| Aprio, Llp | AUDITOR | $3,500 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,031 | not reported in the loaded dataset |