Toyon Research Corporation Employee Stock Ownership Plan — Form 5500 plan (Toyon Research Corporation)
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, Toyon Research Corporation Employee Stock Ownership Plan is a benefit plan reported by Toyon Research Corporation under EIN 95-3526665 and plan number 003. The latest loaded filing year is 2023. The filing reports 304 participants and $188,691,798 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Toyon Research Corporation
- EIN
- 95-3526665
- Plan number
- 003
- Plan type
- 2
- Location
- Goleta, CA
- Latest filing year
- 2023
- Participants
- 304
- End-of-year plan assets
- $188,691,798
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 304 | H, C | 20250715110819NAL0003148480001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $188,691,798
- Total liabilities (EOY)
- $331,758
- Net assets (EOY)
- $188,360,040
- Net assets (BOY)
- $144,250,090
Income & contributions
- Employer contributions
- $7,631,768
- Participant contributions
- $1,323,217
- Total contributions
- $11,978,349
- Total income / additions
- $52,017,267
Expenses & distributions
- Benefits paid
- $7,488,024
- Administrative expenses
- $175,686
- Total expenses
- $7,907,317
- Net increase / (decrease)
- $44,109,950
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $89,310 | $0 | 2023 |
| Chartwell | OTHER SERVICES | $27,782 | not reported in the loaded dataset | 2023 |
| Nasif Hicks Harris & Co Llp. | ACCOUNTANT | $24,226 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Toyon Research Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Goleta, CA
- Principal Life Insurance Company — Schedule C compensation
- Chartwell — Schedule C compensation
- Nasif Hicks Harris & Co Llp. — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation