Torani Team Member Employee Stock Ownership Plan — Form 5500 plan (R. Torre & Company, 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, Torani Team Member Employee Stock Ownership Plan is a benefit plan reported by R. Torre & Company, Inc. under EIN 94-2590264 and plan number 002. The latest loaded filing year is 2023. The filing reports 238 participants and $38,580,995 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R. Torre & Company, Inc.
- EIN
- 94-2590264
- Plan number
- 002
- Plan type
- 2
- Location
- San Leandro, CA
- Latest filing year
- 2023
- Participants
- 238
- End-of-year plan assets
- $38,580,995
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 238 | H, C | 20241016133839NAL0053292768001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,580,995
- Total liabilities (EOY)
- $15,239,598
- Net assets (EOY)
- $23,341,397
- Net assets (BOY)
- $4,995,446
Income & contributions
- Employer contributions
- $1,170,117
- Total contributions
- $1,170,117
- Total income / additions
- $18,776,121
Expenses & distributions
- Benefits paid
- $63,407
- Administrative expenses
- $73,445
- Total expenses
- $430,170
- Net increase / (decrease)
- $18,345,951
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Chartwell Financial Services | VALUATION SERVICES | $30,000 | not reported in the loaded dataset | 2023 |
| Greatbanc Trust Co. | INVESTMENT ADVISORY | $18,000 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $12,749 | not reported in the loaded dataset | 2023 |
| Holthouse Carlin & Van Trigt Llp | INVESTMENT ADVISORY | $9,613 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for R. Torre & Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Leandro, CA
- Chartwell Financial Services — Schedule C compensation
- Greatbanc Trust Co. — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Holthouse Carlin & Van Trigt Llp — Schedule C compensation