Plan5500

Toll Brothers 401k Savings Plan — Form 5500 plan (Toll Bros., 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, Toll Brothers 401k Savings Plan is a benefit plan reported by Toll Bros., Inc. under EIN 23-2417123 and plan number 002. The latest loaded filing year is 2023. The filing reports 6,216 participants and $627,496,919 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Toll Bros., Inc.
EIN
23-2417123
Plan number
002
Plan type
2
Location
Fort Washington, PA
Latest filing year
2023
Participants
6,216
End-of-year plan assets
$627,496,919

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,216H, C20241014100437NAL0026980193001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$627,496,919
Total liabilities (EOY)
$0
Net assets (EOY)
$627,496,919
Net assets (BOY)
$509,934,769

Income & contributions

Employer contributions
$17,307,522
Participant contributions
$36,810,953
Total contributions
$58,023,433
Total income / additions
$162,440,638

Expenses & distributions

Benefits paid
$44,623,531
Administrative expenses
$254,957
Total expenses
$44,878,488
Net increase / (decrease)
$117,562,150

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prudential Retire Ins.& Annuity Co.NONE$161,965$02023
Prospera FinancialNONE$60,000not reported in the loaded dataset2023
Eisneramper, LlpNONE$30,449not reported in the loaded dataset2023

Related Form 5500 pages