Tootsie Roll Industries, LLC 401(K) Plan — Form 5500 plan (Tootsie Roll Industries, LLC)

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, Tootsie Roll Industries, LLC 401(K) Plan is a benefit plan reported by Tootsie Roll Industries, LLC under EIN 22-1318955 and plan number 003. The latest loaded filing year is 2023. The filing reports 456 participants and $4,483,513 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.5MPlan net assets, end of year$4,483,513
Participants456Covered participants reported
Assets / participant$9.8KComputed: assets ÷ participants$9,832 (computed)
Provider compensation$1001 Schedule C provider row(s)
Plan sponsor
Tootsie Roll Industries, LLC
EIN
22-1318955
Plan number
003
Plan type
2
Location
Chicago, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023456H, C20241002084652NAL0013963232001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.5M total assets
Net assets$4.5MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$659.9K
Benefits paid / distributions$659.8K
Contributions
EmployerNot reported
Participant$395.1K
Full reported line items

Net assets

Total assets (EOY)
$4,483,513
Total liabilities (EOY)
$0
Net assets (EOY)
$4,483,513
Net assets (BOY)
$4,086,728

Income & contributions

Participant contributions
$395,087
Total contributions
$398,700
Total income / additions
$1,056,703

Expenses & distributions

Benefits paid
$659,818
Administrative expenses
$100
Total expenses
$659,918
Net increase / (decrease)
$396,785
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income62%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$100$02023

Related Form 5500 pages