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, Tobin Lucks, Llp 401(K) Profit Sharing Plan is a benefit plan reported by Tobin Lucks, Llp under EIN 43-1983451 and plan number 006. The latest loaded filing year is 2023. The filing reports 212 participants and $21,000,577 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,000,577
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,000,577
- Net assets (BOY)
- $16,798,374
Income & contributions
- Employer contributions
- $78,243
- Participant contributions
- $998,493
- Total contributions
- $1,076,736
- Total income / additions
- $4,923,114
Expenses & distributions
- Benefits paid
- $637,973
- Administrative expenses
- $79,240
- Total expenses
- $720,911
- Net increase / (decrease)
- $4,202,203