Tonoga, Inc. Profit Sharing/401(K) Plan — Form 5500 plan (Tonoga , Inc.)
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, Tonoga, Inc. Profit Sharing/401(K) Plan is a benefit plan reported by Tonoga , Inc. under EIN 22-3786104 and plan number 002. The latest loaded filing year is 2023. The filing reports 312 participants and $29,318,960 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$29.3MPlan net assets, end of year$29,318,960
Participants312Covered participants reported
Assets / participant$94KComputed: assets ÷ participants$93,971 (computed)
Provider compensation$1K2 Schedule C provider row(s)$1,037
- Plan sponsor
- Tonoga , Inc.
- EIN
- 22-3786104
- Plan number
- 002
- Plan type
- 2
- Location
- Petersburgh, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 312 | H, C | 20240607113517NAL0047853074001 |
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)$29.3M total assets
Net assets$29.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $29,318,960
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,318,960
- Net assets (BOY)
- $24,587,146
Income & contributions
- Employer contributions
- $836,225
- Participant contributions
- $1,228,477
- Total contributions
- $2,148,274
- Total income / additions
- $6,028,935
Expenses & distributions
- Benefits paid
- $1,290,466
- Administrative expenses
- $4,921
- Total expenses
- $1,297,121
- Net increase / (decrease)
- $4,731,814
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.
41%59%
Employer 41%Participant 59%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $1,035 | $0 | 2023 |
| Swbc Investment Advisory Serv LLC D | INVESTMENT ADVISOR | $2 | not reported in the loaded dataset | 2023 |