2023 Form 5500 filing — C.E. Toland & Son 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 20250909125713NAL0034135536001) for C.E. Toland & Son Profit Sharing Plan, reported by C. E. Toland & Son under EIN 94-1307101 and plan number 002. It reports 27 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$18.3MReported net assets$18,251,812
Participants27
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250909125713NAL0034135536001
Plan sponsor
C. E. Toland & Son
EIN
94-1307101
Plan number
002
Location
Benicia, CA
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$18.3M total assets
Net assets$18.3MLiabilities$0
Money in vs. money out
Total income / additions$4.1M
Total expenses$315.6K
Benefits paid / distributions$315.5K
Contributions
Employer$548.8K
Participant$0
Full reported line items
Total assets (EOY)
$18,251,812
Total liabilities (EOY)
$0
Net assets (EOY)
$18,251,812
Employer contributions
$548,761
Participant contributions
$0
Total income / additions
$4,095,706
Benefits paid
$315,461
Administrative expenses
$100
Total expenses
$315,561
Net increase / (decrease)
$3,780,145

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250909125713NAL0034135536001 cover?
It is the 2023 Form 5500 filing for C.E. Toland & Son Profit Sharing Plan, reported by C. E. Toland & Son (EIN 94-1307101).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages