Toot'N Totum Food Stores 401(K) Plan — Form 5500 plan (Toot'N Totum Food Stores, LLC)
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, Toot'N Totum Food Stores 401(K) Plan is a benefit plan reported by Toot'N Totum Food Stores, LLC under EIN 75-0948150 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,261 participants and $13,862,662 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$13.9MPlan net assets, end of year$13,862,662
Participants1.3KCovered participants reported1,261
Assets / participant$11KComputed: assets ÷ participants$10,993 (computed)
Provider compensation$69.5K3 Schedule C provider row(s)$69,473
- Plan sponsor
- Toot'N Totum Food Stores, LLC
- EIN
- 75-0948150
- Plan number
- 002
- Plan type
- 2
- Location
- Amarillo, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,261 | H, C | 20241014133552NAL0044662960001 |
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)$13.9M total assets
Net assets$13.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $13,862,662
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,862,662
- Net assets (BOY)
- $11,372,842
Income & contributions
- Employer contributions
- $222,152
- Participant contributions
- $1,362,539
- Total contributions
- $1,626,335
- Total income / additions
- $3,882,898
Expenses & distributions
- Benefits paid
- $1,310,294
- Administrative expenses
- $69,473
- Total expenses
- $1,393,078
- Net increase / (decrease)
- $2,489,820
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.
14%86%
Employer 14%Participant 86%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income34%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Amarillo National Bank | INVESTMENT ADVISOR | $62,008 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $7,093 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $372 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Toot'N Totum Food Stores, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Amarillo, TX
- Amarillo National Bank — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation