Tonkon Torp Llp Profit Sharing And 401(K) Plan — Form 5500 plan (Tonkon Torp Llp Profit Sharing And 401(K) Plan)
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, Tonkon Torp Llp Profit Sharing And 401(K) Plan is a benefit plan reported by Tonkon Torp Llp Profit Sharing And 401(K) Plan under EIN 93-0633194 and plan number 004. The latest loaded filing year is 2023. The filing reports 234 participants and $127,148,570 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tonkon Torp Llp Profit Sharing And 401(K) Plan
- EIN
- 93-0633194
- Plan number
- 004
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 234
- End-of-year plan assets
- $127,148,570
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 234 | H, C | 20240729180715NAL0032765872004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $127,148,570
- Total liabilities (EOY)
- $4,618
- Net assets (EOY)
- $127,143,952
- Net assets (BOY)
- $109,063,740
Income & contributions
- Employer contributions
- $2,391,469
- Participant contributions
- $2,440,755
- Total contributions
- $4,965,404
- Total income / additions
- $23,365,264
Expenses & distributions
- Benefits paid
- $4,946,230
- Administrative expenses
- $338,822
- Total expenses
- $5,285,052
- Net increase / (decrease)
- $18,080,212
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vista Capital Partners | NONE | $69,760 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $68,225 | not reported in the loaded dataset | 2023 |
| Ferguson Wellman Capital Management | NONE | $56,492 | not reported in the loaded dataset | 2023 |
| Auxier Asset Management LLC | NONE | $31,843 | not reported in the loaded dataset | 2023 |
| Cairn Investment Group Inc | NONE | $20,868 | not reported in the loaded dataset | 2023 |
| Vision Capital Management Inc. | NONE | $20,079 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Capital Manage | NONE | $17,500 | not reported in the loaded dataset | 2023 |
| Envestnet Asset Management Inc | NONE | $10,138 | not reported in the loaded dataset | 2023 |
| Becker Capital Management Inc | NONE | $7,571 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tonkon Torp Llp Profit Sharing And 401(K) Plan
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Vista Capital Partners — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Ferguson Wellman Capital Management — Schedule C compensation
- Auxier Asset Management LLC — Schedule C compensation
- Cairn Investment Group Inc — Schedule C compensation
- Vision Capital Management Inc. — Schedule C compensation
- Morgan Stanley Capital Manage — Schedule C compensation
- Envestnet Asset Management Inc — Schedule C compensation
- Becker Capital Management Inc — Schedule C compensation