Toys For Trucks, Inc. 401k Plan — Form 5500 plan (Toys For Trucks, Inc.)
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, Toys For Trucks, Inc. 401k Plan is a benefit plan reported by Toys For Trucks, Inc. under EIN 39-1646646 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $6,051,875 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Toys For Trucks, Inc.
- EIN
- 39-1646646
- Plan number
- 001
- Plan type
- 2
- Location
- Appleton, WI
- Latest filing year
- 2023
- Participants
- 233
- End-of-year plan assets
- $6,051,875
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 233 | H, C | 20241014101709NAL0027004353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,051,875
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,051,875
- Net assets (BOY)
- $4,361,605
Income & contributions
- Employer contributions
- $347,477
- Participant contributions
- $674,115
- Total contributions
- $1,026,599
- Total income / additions
- $1,937,654
Expenses & distributions
- Benefits paid
- $184,702
- Administrative expenses
- $62,682
- Total expenses
- $247,384
- Net increase / (decrease)
- $1,690,270
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Co | RECORDKEEPER | $25,258 | $0 | 2023 |
| Cornerstone Finacial Group | INVESTMENT ADVISORY-PLAN | $17,370 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen Llp | AUDIT | $17,063 | not reported in the loaded dataset | 2023 |
| Map Retirement | THIRD PARTY ADMIN. | $4,251 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Toys For Trucks, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Appleton, WI
- Transamerica Life Insurance Co — Schedule C compensation
- Cornerstone Finacial Group — Schedule C compensation
- Clifton Larson Allen Llp — Schedule C compensation
- Map Retirement — Schedule C compensation