Tonneson & Company, Pc. 401(K) Profit Sharing Retirement Plan — Form 5500 plan (Tonneson & Company, Pc)
Plain-English plan 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, Tonneson & Company, Pc. 401(K) Profit Sharing Retirement Plan is a benefit plan reported by Tonneson & Company, Pc under EIN 04-2943536 and plan number 001. The latest loaded filing year is 2023. The filing reports 118 participants and $27,389,863 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tonneson & Company, Pc
- EIN
- 04-2943536
- Plan number
- 001
- Plan type
- 2
- Location
- Wakefield, MA
- Latest filing year
- 2023
- Participants
- 118
- End-of-year plan assets
- $27,389,863
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 118 | I | 20240903160204NAL0039186114001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $27,389,863
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,389,863
- Net assets (BOY)
- $22,267,396
Income & contributions
- Employer contributions
- $466,802
- Participant contributions
- $1,076,006
- Total income / additions
- $5,513,486
Expenses & distributions
- Benefits paid
- $389,269
- Administrative expenses
- $1,750
- Total expenses
- $391,019
- Net increase / (decrease)
- $5,122,467
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.