Plan5500

W.G. Tomko, Incorporated Profit Sharing Plan — Form 5500 plan (W.G. Tomko, Incorporated)

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, W.G. Tomko, Incorporated Profit Sharing Plan is a benefit plan reported by W.G. Tomko, Incorporated under EIN 25-1210576 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $17,254,549 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
W.G. Tomko, Incorporated
EIN
25-1210576
Plan number
001
Plan type
2
Location
Finleyville, PA
Latest filing year
2023
Participants
158
End-of-year plan assets
$17,254,549

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023158H, C20241015145448NAL0016680835003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,254,549
Net assets (EOY)
$17,254,549
Net assets (BOY)
$16,273,794

Income & contributions

Employer contributions
$688,500
Participant contributions
$616,592
Total contributions
$1,330,740
Total income / additions
$3,327,550

Expenses & distributions

Benefits paid
$2,288,960
Administrative expenses
$57,835
Total expenses
$2,346,795
Net increase / (decrease)
$980,755

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Buckingham Asset ManagementNONE$41,541not reported in the loaded dataset2023
Schwab Retirement Plan Services,IncNONE$16,294not reported in the loaded dataset2023

Related Form 5500 pages