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, Todd & Sargent, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Todd & Sargent, Inc. under EIN 42-1432171 and plan number 002. The latest loaded filing year is 2023. The filing reports 300 participants and $21,978,687 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,978,687
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,978,687
- Net assets (BOY)
- $17,301,778
Income & contributions
- Employer contributions
- $525,180
- Participant contributions
- $901,828
- Total contributions
- $1,843,891
- Total income / additions
- $5,092,653
Expenses & distributions
- Benefits paid
- $337,081
- Administrative expenses
- $62,596
- Total expenses
- $415,744
- Net increase / (decrease)
- $4,676,909