Plan5500

Todaytix, Inc. Retirement Trust — Form 5500 plan (Todaytix, 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, Todaytix, Inc. Retirement Trust is a benefit plan reported by Todaytix, Inc. under EIN 46-5249854 and plan number 002. The latest loaded filing year is 2023. The filing reports 267 participants and $10,241,612 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Todaytix, Inc.
EIN
46-5249854
Plan number
002
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
267
End-of-year plan assets
$10,241,612

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023267H, C20241015133708NAL0029810273001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,241,612
Total liabilities (EOY)
$0
Net assets (EOY)
$10,241,612
Net assets (BOY)
$7,825,956

Income & contributions

Employer contributions
$594,737
Participant contributions
$1,140,177
Total contributions
$1,851,077
Total income / additions
$3,522,618

Expenses & distributions

Benefits paid
$1,066,676
Administrative expenses
$37,006
Total expenses
$1,106,962
Net increase / (decrease)
$2,415,656

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
James A. ReichertINVESTMENT/FINANCIAL ADVI$35,006$02023
Adp, Inc.RECORD KEEPER$2,000$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages