Topco Associates LLC 401(K) Plan — Form 5500 plan (Topco Associates, 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, Topco Associates LLC 401(K) Plan is a benefit plan reported by Topco Associates, LLC under EIN 36-4469052 and plan number 002. The latest loaded filing year is 2023. The filing reports 717 participants and $86,781,669 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Topco Associates, LLC
EIN
36-4469052
Plan number
002
Plan type
2
Location
Itasca, IL
Latest filing year
2023
Participants
717
End-of-year plan assets
$86,781,669

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023717H, C20241014094323NAL0026934545001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$86,781,669
Total liabilities (EOY)
$0
Net assets (EOY)
$86,781,669
Net assets (BOY)
$73,459,924

Income & contributions

Employer contributions
$3,005,189
Participant contributions
$4,434,083
Total contributions
$8,517,215
Total income / additions
$22,948,908

Expenses & distributions

Benefits paid
$9,620,802
Administrative expenses
$6,361
Total expenses
$9,627,163
Net increase / (decrease)
$13,321,745

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CoRECORDKEEPER$30,187$02023
Gwfs Equities Incnot reported in the loaded dataset$42$02023

Related Form 5500 pages