Toa (Usa) 401(K) Plan — Form 5500 plan (Toa (Usa), 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, Toa (Usa) 401(K) Plan is a benefit plan reported by Toa (Usa), LLC under EIN 35-2113095 and plan number 001. The latest loaded filing year is 2023. The filing reports 778 participants and $21,613,523 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Toa (Usa), LLC
EIN
35-2113095
Plan number
001
Plan type
2
Location
Mooresville, IN
Latest filing year
2023
Participants
778
End-of-year plan assets
$21,613,523

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023778H, C20240722133303NAL0005863955001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,613,523
Total liabilities (EOY)
$0
Net assets (EOY)
$21,613,523
Net assets (BOY)
$17,819,384

Income & contributions

Employer contributions
$1,335,636
Participant contributions
$2,743,210
Total contributions
$4,078,846
Total income / additions
$7,192,090

Expenses & distributions

Benefits paid
$3,280,292
Administrative expenses
$110,473
Total expenses
$3,397,951
Net increase / (decrease)
$3,794,139

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services, LLCRECORDKEEPER$82,223not reported in the loaded dataset2023
Sikich FinancialINVESTMENT ADVISORY$28,250not reported in the loaded dataset2023

Related Form 5500 pages