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| Plan Name | THE TOKARZ GROUP, LLC EMPLOYEE SAVINGS TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | THE TOKARZ GROUP, LLC |
| Employer identification number (EIN): | 271615739 |
| NAIC Classification: | 523900 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | SHERILYN CASIANO | 2024-10-15 | ||
| 001 | 2022-01-01 | SHERILYN CASIANO | 2023-06-14 | ||
| 001 | 2021-01-01 | SHERILYN CASIANO | 2022-07-22 | ||
| 001 | 2020-01-01 | SHERILYN CASIANO | 2021-08-02 |
| Measure | Date | Value |
|---|---|---|
| 2024: THE TOKARZ GROUP, LLC EMPLOYEE SAVINGS TRUST 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-10-15 | 26 |
| Total number of particpants at end of year | 2024-10-15 | 18 |
| Number of Participants With Account Balances | 2024-10-15 | 12 |
| Measure | Date | Value |
|---|---|---|
| 2024 : THE TOKARZ GROUP, LLC EMPLOYEE SAVINGS TRUST 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-15 | 1937354 |
| Net assets as of the end of the plan year | 2024-10-15 | 1994226 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 3238705 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 324000 |
| Participant contributions to plan in this plan year | 2024-10-15 | 196170 |
| Other income to plan in this plan year | 2024-10-15 | 496705 |
| Plan net income in this plan year | 2024-10-15 | -1244479 |
| Net assets as of the end of the plan year | 2024-10-15 | 1994226 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 3238705 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 220 |
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