401(k)
2022 plan-year 401(k) DOL Form 5500

Tosaf Inc 401(k) Profit Sharing Plan and Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Tosaf USA,Inc. · North Carolina · Professional & Technical Services

What the 2023 filing shows

Tosaf Inc 401(k) Profit Sharing Plan and Trust holds $586K for 69 participants — about $8,497 per participant, up 18.0% over the 2022 plan year.

$586K
total plan assets (2022 EOY)
69
covered participants
$8,497
avg assets per participant
+18.0%
assets growth YoY
Total Assets (2023)
$586K
Participants
69
Industry
Professional & Technical Services

What the Filing Says About Tosaf Inc 401(k) Profit Sharing Plan and Trust

Tosaf Inc 401(k) Profit Sharing Plan and Trust is a 401(k) retirement plan sponsored by Tosaf USA,Inc., headquartered in North Carolina. As of the 2022 Form 5500 filing, the plan reports $586K in total end-of-year assets and covers 69 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 471181520, and the plan has been effective since 2015-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $497K at the beginning of 2022 to $586K at year-end — a gain of 18.0%. Net assets (after liabilities) closed the year at $586K, with reported net income of $89K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$497K
Total Assets (End of Year)$586K
Net Assets (End of Year)$586K
Net Income$89K
Plan Type401(k)
Employer EIN471181520
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tosaf USA,Inc.)

Year Plans Participants Total Assets
2022 1 69 $586K
2023 1 64 $691K
2024 1 63 $1M

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Frequently Asked Questions

How much money is in the Tosaf Inc 401(k) Profit Sharing Plan and Trust?
As of the 2022 Form 5500 filing, Tosaf Inc 401(k) Profit Sharing Plan and Trust holds $586K in total assets with 69 participants. It is sponsored by Tosaf USA,Inc..
What type of plan is Tosaf Inc 401(k) Profit Sharing Plan and Trust?
Tosaf Inc 401(k) Profit Sharing Plan and Trust is a 401(k) plan. It has been effective since 2015-01-01. The plan is filed with the U.S. Department of Labor under EIN 471181520.
Who sponsors the Tosaf Inc 401(k) Profit Sharing Plan and Trust?
Tosaf Inc 401(k) Profit Sharing Plan and Trust is sponsored by Tosaf USA,Inc., located in North Carolina. The sponsor's EIN is 471181520 and the plan operates in the Professional & Technical Services industry.
How did Tosaf Inc 401(k) Profit Sharing Plan and Trust perform in 2022?
Tosaf Inc 401(k) Profit Sharing Plan and Trust grew by 18.0% during 2022, moving from $497K to $586K in total assets. Net income was $89K.
Where can I find official filings for Tosaf Inc 401(k) Profit Sharing Plan and Trust?
Official Form 5500 filings for Tosaf Inc 401(k) Profit Sharing Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 471181520 or plan name at efast.dol.gov.
How does Tosaf Inc 401(k) Profit Sharing Plan and Trust compare to other plans?
You can compare Tosaf Inc 401(k) Profit Sharing Plan and Trust against other 401(k) plans on the plan type page, or view plans in North Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 471181520.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.