The Tobin Group 401(K) Plan — Form 5500 plan (The Tobin Group)
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, The Tobin Group 401(K) Plan is a benefit plan reported by The Tobin Group under EIN 38-2374406 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $3,413,634 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Tobin Group
- EIN
- 38-2374406
- Plan number
- 001
- Plan type
- 2
- Location
- Farmington Hills, MI
- Latest filing year
- 2023
- Participants
- 210
- End-of-year plan assets
- $3,413,634
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 210 | H, C | 20240709121703NAL0028933986001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,413,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,413,634
- Net assets (BOY)
- $3,275,009
Income & contributions
- Employer contributions
- $11,405
- Participant contributions
- $248,384
- Total contributions
- $259,789
- Total income / additions
- $686,155
Expenses & distributions
- Benefits paid
- $534,672
- Administrative expenses
- $11,347
- Total expenses
- $547,530
- Net increase / (decrease)
- $138,625
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Glass Retirement Strategies, Inc. | CONTRACT ADMIN | $11,675 | $3,336 | 2023 |
| Empower Advisor Group LLC | INVESTMENT MGNT | $1,802 | not reported in the loaded dataset | 2023 |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $182 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Tobin Group
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Farmington Hills, MI
- Glass Retirement Strategies, Inc. — Schedule C compensation
- Empower Advisor Group LLC — Schedule C compensation
- Great-West Life & Annuity Insurance — Schedule C compensation