Toptal Retirement Savings Plan — Form 5500 plan (Toptal)
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, Toptal Retirement Savings Plan is a benefit plan reported by Toptal under EIN 27-3834760 and plan number 001. The latest loaded filing year is 2023. The filing reports 471 participants and $14,608,115 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Toptal
- EIN
- 27-3834760
- Plan number
- 001
- Plan type
- 2
- Location
- Wilmington, DE
- Latest filing year
- 2023
- Participants
- 471
- End-of-year plan assets
- $14,608,115
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 471 | H, C | 20240820102430NAL0005670610001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,608,115
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,608,115
- Net assets (BOY)
- $8,864,134
Income & contributions
- Employer contributions
- $1,518,333
- Participant contributions
- $3,301,375
- Total contributions
- $5,859,339
- Total income / additions
- $7,874,507
Expenses & distributions
- Benefits paid
- $2,055,794
- Administrative expenses
- $73,080
- Total expenses
- $2,130,526
- Net increase / (decrease)
- $5,743,981
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity | INVESTMENT ADVISOR | $33,718 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $27,997 | $0 | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $14,235 | not reported in the loaded dataset | 2023 |
| Spectrum Employee Benefits | TPA | $5,800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Toptal
- 2023 Form 5500 filing
- Form 5500 filings in DE
- 401(k) and benefit plan filings in Wilmington, DE
- Commonwealth Equity — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group — Schedule C compensation
- Spectrum Employee Benefits — Schedule C compensation