Toba, Inc. Profit Sharing Retirement Plan — Form 5500 plan (Toba, 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, Toba, Inc. Profit Sharing Retirement Plan is a benefit plan reported by Toba, Inc. under EIN 47-0793150 and plan number 001. The latest loaded filing year is 2023. The filing reports 374 participants and $5,263,107 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.3MPlan net assets, end of year$5,263,107
Participants374Covered participants reported
Assets / participant$14.1KComputed: assets ÷ participants$14,072 (computed)
Provider compensation$59.8K3 Schedule C provider row(s)$59,794
- Plan sponsor
- Toba, Inc.
- EIN
- 47-0793150
- Plan number
- 001
- Plan type
- 2
- Location
- Grand Island, NE
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 374 | H, C | 20240905150110NAL0010452931001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$5.3M total assets
Net assets$5.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,263,107
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,263,107
- Net assets (BOY)
- $4,221,534
Income & contributions
- Employer contributions
- $459,070
- Participant contributions
- $523,543
- Total contributions
- $987,412
- Total income / additions
- $1,626,269
Expenses & distributions
- Benefits paid
- $533,427
- Administrative expenses
- $51,269
- Total expenses
- $584,696
- Net increase / (decrease)
- $1,041,573
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
47%53%
Employer 47%Participant 53%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $44,251 | $0 | 2023 |
| Raymond James Insurance Group Inc | OTHER SERVICES | $0 | $8,543 | 2023 |
| Ring Auditing | ACCOUNTANT | $7,000 | not reported in the loaded dataset | 2023 |