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TOLL BROTHERS 401K SAVINGS PLAN 401k Plan overview

Plan NameTOLL BROTHERS 401K SAVINGS PLAN
Plan identification number 002

TOLL BROTHERS 401K SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

TOLL BROS., INC. has sponsored the creation of one or more 401k plans.

Company Name:TOLL BROS., INC.
Employer identification number (EIN):232417123
NAIC Classification:236110

Additional information about TOLL BROS., INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2145628

More information about TOLL BROS., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TOLL BROTHERS 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JOSEPH SICREE
0022016-01-01JOSEPH SICREE
0022015-01-01JOSEPH SICREE
0022014-01-01JOSEPH SICREE
0022013-01-01JOSEPH SICREE
0022012-01-01JOSEPH SICREE
0022011-01-01JOSEPH SICREE
0022010-01-01JOSEPH SICREE
0022009-01-01JOSEPH R. SICREE
0022009-01-01JOSEPH R. SICREE

Plan Statistics for TOLL BROTHERS 401K SAVINGS PLAN

401k plan membership statisitcs for TOLL BROTHERS 401K SAVINGS PLAN

Measure Date Value
2022: TOLL BROTHERS 401K SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015,711
Total number of active participants reported on line 7a of the Form 55002022-01-014,532
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-011,677
Total of all active and inactive participants2022-01-016,216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-016,216
Number of participants with account balances2022-01-016,216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01253
2021: TOLL BROTHERS 401K SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,981
Total number of active participants reported on line 7a of the Form 55002021-01-014,283
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-011,424
Total of all active and inactive participants2021-01-015,711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-015,711
Number of participants with account balances2021-01-015,711
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01143
2020: TOLL BROTHERS 401K SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015,524
Total number of active participants reported on line 7a of the Form 55002020-01-013,670
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-011,307
Total of all active and inactive participants2020-01-014,981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014,981
Number of participants with account balances2020-01-014,981
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01173
2019: TOLL BROTHERS 401K SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015,264
Total number of active participants reported on line 7a of the Form 55002019-01-014,193
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-011,328
Total of all active and inactive participants2019-01-015,524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015,524
Number of participants with account balances2019-01-015,524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01241
2018: TOLL BROTHERS 401K SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,877
Total number of active participants reported on line 7a of the Form 55002018-01-014,068
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-011,193
Total of all active and inactive participants2018-01-015,264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015,264
Number of participants with account balances2018-01-015,264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01218
2017: TOLL BROTHERS 401K SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,427
Total number of active participants reported on line 7a of the Form 55002017-01-013,883
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01991
Total of all active and inactive participants2017-01-014,877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014,877
Number of participants with account balances2017-01-014,877
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01122
2016: TOLL BROTHERS 401K SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,124
Total number of active participants reported on line 7a of the Form 55002016-01-013,561
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01863
Total of all active and inactive participants2016-01-014,427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014,427
Number of participants with account balances2016-01-014,427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0182
2015: TOLL BROTHERS 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,674
Total number of active participants reported on line 7a of the Form 55002015-01-013,280
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01842
Total of all active and inactive participants2015-01-014,124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014,124
Number of participants with account balances2015-01-014,124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0193
2014: TOLL BROTHERS 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,555
Total number of active participants reported on line 7a of the Form 55002014-01-012,945
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01727
Total of all active and inactive participants2014-01-013,674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013,674
Number of participants with account balances2014-01-013,674
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01128
2013: TOLL BROTHERS 401K SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,128
Total number of active participants reported on line 7a of the Form 55002013-01-012,592
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01961
Total of all active and inactive participants2013-01-013,555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013,555
Number of participants with account balances2013-01-013,555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0185
2012: TOLL BROTHERS 401K SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,115
Total number of active participants reported on line 7a of the Form 55002012-01-012,202
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01924
Total of all active and inactive participants2012-01-013,128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013,128
Number of participants with account balances2012-01-013,128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0183
2011: TOLL BROTHERS 401K SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,163
Total number of active participants reported on line 7a of the Form 55002011-01-012,066
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-011,047
Total of all active and inactive participants2011-01-013,115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013,115
Number of participants with account balances2011-01-013,115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01124
2010: TOLL BROTHERS 401K SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,219
Total number of active participants reported on line 7a of the Form 55002010-01-012,071
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-011,090
Total of all active and inactive participants2010-01-013,163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013,163
Number of participants with account balances2010-01-013,163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01159
2009: TOLL BROTHERS 401K SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,599
Total number of active participants reported on line 7a of the Form 55002009-01-012,066
Number of retired or separated participants receiving benefits2009-01-018
Number of other retired or separated participants entitled to future benefits2009-01-011,144
Total of all active and inactive participants2009-01-013,218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-013,219
Number of participants with account balances2009-01-013,219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01468

Financial Data on TOLL BROTHERS 401K SAVINGS PLAN

Measure Date Value
2022 : TOLL BROTHERS 401K SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-3,753,112
Total unrealized appreciation/depreciation of assets2022-12-31$-3,753,112
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-65,570,156
Total loss/gain on sale of assets2022-12-31$258,625
Total of all expenses incurred2022-12-31$40,681,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$40,450,029
Expenses. Certain deemed distributions of participant loans2022-12-31$4,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$58,225,054
Value of total assets at end of year2022-12-31$509,934,769
Value of total assets at beginning of year2022-12-31$616,186,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$227,920
Total interest from all sources2022-12-31$338,232
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,498,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$5,498,588
Administrative expenses professional fees incurred2022-12-31$25,830
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$36,580,428
Participant contributions at end of year2022-12-31$6,992,093
Participant contributions at beginning of year2022-12-31$6,872,483
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,546,936
Other income not declared elsewhere2022-12-31$427,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-106,252,138
Value of net assets at end of year (total assets less liabilities)2022-12-31$509,934,769
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$616,186,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$60,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$311,859,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$438,442,502
Value of interest in pooled separate accounts at end of year2022-12-31$178,812,022
Value of interest in pooled separate accounts at beginning of year2022-12-31$154,792,967
Interest on participant loans2022-12-31$338,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-88,146,213
Net investment gain/loss from pooled separate accounts2022-12-31$-38,418,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$7,292,283
Assets. Invements in employer securities at beginning of year2022-12-31$11,178,955
Contributions received in cash from employer2022-12-31$17,097,690
Employer contributions (assets) at end of year2022-12-31$4,979,200
Employer contributions (assets) at beginning of year2022-12-31$4,900,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$40,450,029
Contract administrator fees2022-12-31$142,090
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$258,625
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EISNERAMPER LLP
Accountancy firm EIN2022-12-31871363769
2021 : TOLL BROTHERS 401K SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$4,135,224
Total unrealized appreciation/depreciation of assets2021-12-31$4,135,224
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$143,135,504
Total loss/gain on sale of assets2021-12-31$497,439
Total of all expenses incurred2021-12-31$48,151,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$47,939,535
Expenses. Certain deemed distributions of participant loans2021-12-31$1,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$55,947,387
Value of total assets at end of year2021-12-31$616,186,907
Value of total assets at beginning of year2021-12-31$521,202,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$210,779
Total interest from all sources2021-12-31$373,645
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,320,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,320,101
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$33,471,810
Participant contributions at end of year2021-12-31$6,872,483
Participant contributions at beginning of year2021-12-31$7,338,702
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,518,167
Other income not declared elsewhere2021-12-31$276,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$94,984,095
Value of net assets at end of year (total assets less liabilities)2021-12-31$616,186,907
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$521,202,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$438,442,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$399,237,853
Value of interest in pooled separate accounts at end of year2021-12-31$154,792,967
Value of interest in pooled separate accounts at beginning of year2021-12-31$99,564,621
Interest on participant loans2021-12-31$373,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$66,848,699
Net investment gain/loss from pooled separate accounts2021-12-31$10,736,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$11,178,955
Assets. Invements in employer securities at beginning of year2021-12-31$7,236,636
Contributions received in cash from employer2021-12-31$15,957,410
Employer contributions (assets) at end of year2021-12-31$4,900,000
Employer contributions (assets) at beginning of year2021-12-31$7,825,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$47,939,535
Contract administrator fees2021-12-31$210,779
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$497,439
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31EISNERAMPER LLP
Accountancy firm EIN2021-12-31871363769
2020 : TOLL BROTHERS 401K SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-51,388
Total unrealized appreciation/depreciation of assets2020-12-31$-51,388
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$127,581,826
Total loss/gain on sale of assets2020-12-31$679,552
Total of all expenses incurred2020-12-31$52,204,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$51,981,328
Expenses. Certain deemed distributions of participant loans2020-12-31$4,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$48,140,603
Value of total assets at end of year2020-12-31$521,202,812
Value of total assets at beginning of year2020-12-31$445,825,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$219,202
Total interest from all sources2020-12-31$412,473
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,525,141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$4,525,141
Administrative expenses professional fees incurred2020-12-31$23,575
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$29,179,874
Participant contributions at end of year2020-12-31$7,338,702
Participant contributions at beginning of year2020-12-31$7,920,158
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,846,270
Other income not declared elsewhere2020-12-31$192,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$75,377,208
Value of net assets at end of year (total assets less liabilities)2020-12-31$521,202,812
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$445,825,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$60,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$399,237,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$350,410,818
Value of interest in pooled separate accounts at end of year2020-12-31$99,564,621
Value of interest in pooled separate accounts at beginning of year2020-12-31$79,814,488
Interest on participant loans2020-12-31$412,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$58,643,411
Net investment gain/loss from pooled separate accounts2020-12-31$15,039,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$7,236,636
Assets. Invements in employer securities at beginning of year2020-12-31$7,680,140
Contributions received in cash from employer2020-12-31$14,114,459
Employer contributions (assets) at end of year2020-12-31$7,825,000
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$51,981,328
Contract administrator fees2020-12-31$135,627
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$679,552
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31EISNERAMPER LLP
Accountancy firm EIN2020-12-31131639826
2019 : TOLL BROTHERS 401K SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$933,814
Total unrealized appreciation/depreciation of assets2019-12-31$933,814
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$123,638,378
Total loss/gain on sale of assets2019-12-31$447,605
Total of all expenses incurred2019-12-31$27,623,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$27,396,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$41,143,107
Value of total assets at end of year2019-12-31$445,825,604
Value of total assets at beginning of year2019-12-31$349,810,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$226,389
Total interest from all sources2019-12-31$423,737
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,620,123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,620,123
Administrative expenses professional fees incurred2019-12-31$22,480
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$27,612,099
Participant contributions at end of year2019-12-31$7,920,158
Participant contributions at beginning of year2019-12-31$7,223,446
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,887,173
Other income not declared elsewhere2019-12-31$90,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$96,015,325
Value of net assets at end of year (total assets less liabilities)2019-12-31$445,825,604
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$349,810,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$60,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$350,410,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$279,695,557
Value of interest in pooled separate accounts at end of year2019-12-31$79,814,488
Value of interest in pooled separate accounts at beginning of year2019-12-31$48,803,768
Interest on participant loans2019-12-31$423,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$61,216,448
Net investment gain/loss from pooled separate accounts2019-12-31$13,763,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$7,680,140
Assets. Invements in employer securities at beginning of year2019-12-31$7,010,008
Contributions received in cash from employer2019-12-31$6,643,835
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$7,077,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$27,396,664
Contract administrator fees2019-12-31$143,909
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$447,605
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EISNERAMPER LLP
Accountancy firm EIN2019-12-31131639826
2018 : TOLL BROTHERS 401K SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-3,644,742
Total unrealized appreciation/depreciation of assets2018-12-31$-3,644,742
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$18,158,016
Total loss/gain on sale of assets2018-12-31$321,651
Total of all expenses incurred2018-12-31$23,507,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$23,328,988
Expenses. Certain deemed distributions of participant loans2018-12-31$-1,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$43,718,947
Value of total assets at end of year2018-12-31$349,810,279
Value of total assets at beginning of year2018-12-31$355,159,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$180,122
Total interest from all sources2018-12-31$339,004
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,825,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,825,995
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$25,025,609
Participant contributions at end of year2018-12-31$7,223,446
Participant contributions at beginning of year2018-12-31$6,484,118
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,472,025
Other income not declared elsewhere2018-12-31$174,596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,349,385
Value of net assets at end of year (total assets less liabilities)2018-12-31$349,810,279
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$355,159,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$60,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$279,695,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$283,231,286
Value of interest in pooled separate accounts at end of year2018-12-31$48,803,768
Value of interest in pooled separate accounts at beginning of year2018-12-31$48,207,460
Interest on participant loans2018-12-31$339,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-24,051,629
Net investment gain/loss from pooled separate accounts2018-12-31$-3,525,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$7,010,008
Assets. Invements in employer securities at beginning of year2018-12-31$10,876,800
Contributions received in cash from employer2018-12-31$13,221,313
Employer contributions (assets) at end of year2018-12-31$7,077,500
Employer contributions (assets) at beginning of year2018-12-31$6,360,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$23,328,988
Contract administrator fees2018-12-31$120,122
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$321,651
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31EISNERAMPER LLP
Accountancy firm EIN2018-12-31131639826
2017 : TOLL BROTHERS 401K SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$3,490,586
Total unrealized appreciation/depreciation of assets2017-12-31$3,490,586
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$92,715,142
Total loss/gain on sale of assets2017-12-31$507,878
Total of all expenses incurred2017-12-31$24,456,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$24,280,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$36,806,789
Value of total assets at end of year2017-12-31$355,159,664
Value of total assets at beginning of year2017-12-31$286,900,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$175,986
Total interest from all sources2017-12-31$265,124
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,804,774
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,804,774
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$21,559,499
Participant contributions at end of year2017-12-31$6,484,118
Participant contributions at beginning of year2017-12-31$5,835,980
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,433,164
Other income not declared elsewhere2017-12-31$157,954
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$68,259,113
Value of net assets at end of year (total assets less liabilities)2017-12-31$355,159,664
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$286,900,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$60,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$283,231,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$251,447,596
Value of interest in pooled separate accounts at end of year2017-12-31$48,207,460
Value of interest in pooled separate accounts at beginning of year2017-12-31$16,329,461
Interest on participant loans2017-12-31$265,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$40,550,946
Net investment gain/loss from pooled separate accounts2017-12-31$7,131,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$10,876,800
Assets. Invements in employer securities at beginning of year2017-12-31$7,647,514
Contributions received in cash from employer2017-12-31$11,814,126
Employer contributions (assets) at end of year2017-12-31$6,360,000
Employer contributions (assets) at beginning of year2017-12-31$5,640,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$24,280,043
Contract administrator fees2017-12-31$115,986
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$507,878
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31EISNERAMPER LLP
Accountancy firm EIN2017-12-31131639826
2016 : TOLL BROTHERS 401K SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-906,974
Total unrealized appreciation/depreciation of assets2016-12-31$-906,974
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$34,038
Total income from all sources (including contributions)2016-12-31$52,421,496
Total loss/gain on sale of assets2016-12-31$267,540
Total of all expenses incurred2016-12-31$20,441,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$20,329,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$31,670,614
Value of total assets at end of year2016-12-31$286,900,551
Value of total assets at beginning of year2016-12-31$254,954,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$111,887
Total interest from all sources2016-12-31$235,065
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,417,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,417,022
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$18,616,172
Participant contributions at end of year2016-12-31$5,835,980
Participant contributions at beginning of year2016-12-31$5,131,935
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,640,456
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$34,038
Other income not declared elsewhere2016-12-31$112,406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$31,979,660
Value of net assets at end of year (total assets less liabilities)2016-12-31$286,900,551
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$254,920,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$251,447,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$219,760,951
Value of interest in pooled separate accounts at end of year2016-12-31$16,329,461
Value of interest in pooled separate accounts at beginning of year2016-12-31$16,258,898
Interest on participant loans2016-12-31$235,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$16,836,034
Net investment gain/loss from pooled separate accounts2016-12-31$789,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$7,647,514
Assets. Invements in employer securities at beginning of year2016-12-31$8,813,145
Contributions received in cash from employer2016-12-31$10,413,986
Employer contributions (assets) at end of year2016-12-31$5,640,000
Employer contributions (assets) at beginning of year2016-12-31$4,990,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$20,329,949
Contract administrator fees2016-12-31$111,887
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$267,540
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31EISNERAMPER LLP
Accountancy firm EIN2016-12-31131639826
2015 : TOLL BROTHERS 401K SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-657,660
Total unrealized appreciation/depreciation of assets2015-12-31$-657,660
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$34,038
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$29,678
Total income from all sources (including contributions)2015-12-31$28,843,552
Total loss/gain on sale of assets2015-12-31$468,267
Total of all expenses incurred2015-12-31$19,115,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$18,979,580
Expenses. Certain deemed distributions of participant loans2015-12-31$18,945
Value of total corrective distributions2015-12-31$34,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$28,981,877
Value of total assets at end of year2015-12-31$254,954,929
Value of total assets at beginning of year2015-12-31$245,222,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$83,325
Total interest from all sources2015-12-31$206,883
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,063,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,063,739
Administrative expenses professional fees incurred2015-12-31$18,500
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$16,563,372
Participant contributions at end of year2015-12-31$5,131,935
Participant contributions at beginning of year2015-12-31$4,844,572
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,249,679
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$34,038
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$29,678
Other income not declared elsewhere2015-12-31$103,784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$9,727,664
Value of net assets at end of year (total assets less liabilities)2015-12-31$254,920,891
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$245,193,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$219,760,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$220,539,155
Value of interest in pooled separate accounts at end of year2015-12-31$16,258,898
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,697,368
Interest on participant loans2015-12-31$206,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,742,102
Net investment gain/loss from pooled separate accounts2015-12-31$418,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$8,813,145
Assets. Invements in employer securities at beginning of year2015-12-31$9,862,085
Contributions received in cash from employer2015-12-31$9,168,826
Employer contributions (assets) at end of year2015-12-31$4,990,000
Employer contributions (assets) at beginning of year2015-12-31$4,279,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$18,979,580
Contract administrator fees2015-12-31$64,825
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$468,267
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31EISNERAMPER LLP
Accountancy firm EIN2015-12-31131639826
2014 : TOLL BROTHERS 401K SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-1,099,065
Total unrealized appreciation/depreciation of assets2014-12-31$-1,099,065
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$29,678
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$90,984
Total income from all sources (including contributions)2014-12-31$39,882,544
Total loss/gain on sale of assets2014-12-31$270,660
Total of all expenses incurred2014-12-31$12,177,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,856,305
Expenses. Certain deemed distributions of participant loans2014-12-31$208,526
Value of total corrective distributions2014-12-31$29,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$26,164,385
Value of total assets at end of year2014-12-31$245,222,905
Value of total assets at beginning of year2014-12-31$217,579,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$83,095
Total interest from all sources2014-12-31$202,595
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,887,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,887,152
Administrative expenses professional fees incurred2014-12-31$17,500
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$14,398,366
Participant contributions at end of year2014-12-31$4,844,572
Participant contributions at beginning of year2014-12-31$4,415,152
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,910,298
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$29,678
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$90,984
Other income not declared elsewhere2014-12-31$132,660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$27,704,940
Value of net assets at end of year (total assets less liabilities)2014-12-31$245,193,227
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$217,488,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$220,539,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$197,528,968
Value of interest in pooled separate accounts at end of year2014-12-31$5,697,368
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,089,024
Interest on participant loans2014-12-31$202,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$11,199,278
Net investment gain/loss from pooled separate accounts2014-12-31$124,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$9,862,085
Assets. Invements in employer securities at beginning of year2014-12-31$11,235,949
Contributions received in cash from employer2014-12-31$7,855,721
Employer contributions (assets) at end of year2014-12-31$4,279,725
Employer contributions (assets) at beginning of year2014-12-31$3,310,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$11,856,305
Contract administrator fees2014-12-31$65,595
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$270,660
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31EISNERAMPER LLP
Accountancy firm EIN2014-12-31131639826
2013 : TOLL BROTHERS 401K SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,229,160
Total unrealized appreciation/depreciation of assets2013-12-31$1,229,160
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$90,984
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$142,129
Total income from all sources (including contributions)2013-12-31$57,544,453
Total loss/gain on sale of assets2013-12-31$203,411
Total of all expenses incurred2013-12-31$11,784,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,391,047
Expenses. Certain deemed distributions of participant loans2013-12-31$293,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$18,236,761
Value of total assets at end of year2013-12-31$217,579,271
Value of total assets at beginning of year2013-12-31$171,870,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$99,976
Total interest from all sources2013-12-31$172,617
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,292,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,292,171
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$10,760,798
Participant contributions at end of year2013-12-31$4,415,152
Participant contributions at beginning of year2013-12-31$3,790,868
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,374,791
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$90,984
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$142,129
Other income not declared elsewhere2013-12-31$52,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$45,759,478
Value of net assets at end of year (total assets less liabilities)2013-12-31$217,488,287
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$171,728,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$197,528,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$153,897,278
Value of interest in pooled separate accounts at end of year2013-12-31$1,089,024
Value of interest in pooled separate accounts at beginning of year2013-12-31$756,799
Interest on participant loans2013-12-31$172,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$35,244,309
Net investment gain/loss from pooled separate accounts2013-12-31$113,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$11,235,949
Assets. Invements in employer securities at beginning of year2013-12-31$10,224,287
Contributions received in cash from employer2013-12-31$6,101,172
Employer contributions (assets) at end of year2013-12-31$3,310,178
Employer contributions (assets) at beginning of year2013-12-31$3,201,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,391,047
Contract administrator fees2013-12-31$99,976
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$203,411
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31EISNERAMPER LLP
Accountancy firm EIN2013-12-31131639826
2012 : TOLL BROTHERS 401K SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$3,672,166
Total unrealized appreciation/depreciation of assets2012-12-31$3,672,166
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$142,129
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$40,019,219
Total loss/gain on sale of assets2012-12-31$260,056
Total of all expenses incurred2012-12-31$9,230,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,687,988
Expenses. Certain deemed distributions of participant loans2012-12-31$343,645
Value of total corrective distributions2012-12-31$142,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$18,027,242
Value of total assets at end of year2012-12-31$171,870,938
Value of total assets at beginning of year2012-12-31$140,939,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$56,420
Total interest from all sources2012-12-31$168,879
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,267,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,267,877
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$9,839,793
Participant contributions at end of year2012-12-31$3,790,868
Participant contributions at beginning of year2012-12-31$3,936,403
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$235,643
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,374,555
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$142,129
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$47,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$30,789,037
Value of net assets at end of year (total assets less liabilities)2012-12-31$171,728,809
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$140,939,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$153,897,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$128,113,022
Value of interest in pooled separate accounts at end of year2012-12-31$756,799
Value of interest in pooled separate accounts at beginning of year2012-12-31$607,304
Interest on participant loans2012-12-31$168,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$15,508,523
Net investment gain/loss from pooled separate accounts2012-12-31$66,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$10,224,287
Assets. Invements in employer securities at beginning of year2012-12-31$6,948,545
Contributions received in cash from employer2012-12-31$5,812,894
Employer contributions (assets) at end of year2012-12-31$3,201,706
Employer contributions (assets) at beginning of year2012-12-31$1,098,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,687,988
Contract administrator fees2012-12-31$56,420
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$260,056
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31EISNERAMPER LLP
Accountancy firm EIN2012-12-31131639826
2011 : TOLL BROTHERS 401K SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$494,469
Total unrealized appreciation/depreciation of assets2011-12-31$494,469
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$8,691,321
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$12,665,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$12,337,318
Expenses. Certain deemed distributions of participant loans2011-12-31$269,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$10,539,441
Value of total assets at end of year2011-12-31$140,939,772
Value of total assets at beginning of year2011-12-31$144,914,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$58,895
Total interest from all sources2011-12-31$170,224
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,835,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,835,431
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$7,988,387
Participant contributions at end of year2011-12-31$3,936,403
Participant contributions at beginning of year2011-12-31$3,532,150
Participant contributions at end of year2011-12-31$235,643
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$784,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-3,974,420
Value of net assets at end of year (total assets less liabilities)2011-12-31$140,939,772
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$144,914,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$128,113,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$132,633,824
Value of interest in pooled separate accounts at end of year2011-12-31$607,304
Value of interest in pooled separate accounts at beginning of year2011-12-31$490,186
Interest on participant loans2011-12-31$170,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,354,310
Net investment gain/loss from pooled separate accounts2011-12-31$6,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$6,948,545
Assets. Invements in employer securities at beginning of year2011-12-31$7,038,032
Contributions received in cash from employer2011-12-31$1,766,985
Employer contributions (assets) at end of year2011-12-31$1,098,855
Employer contributions (assets) at beginning of year2011-12-31$1,220,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$12,337,318
Contract administrator fees2011-12-31$58,895
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31EISNERAMPER LLP
Accountancy firm EIN2011-12-31131639826
2010 : TOLL BROTHERS 401K SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$130,410
Total unrealized appreciation/depreciation of assets2010-12-31$130,410
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$26,289,433
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$10,862,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$10,511,257
Expenses. Certain deemed distributions of participant loans2010-12-31$273,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$10,063,777
Value of total assets at end of year2010-12-31$144,914,192
Value of total assets at beginning of year2010-12-31$129,487,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$78,124
Total interest from all sources2010-12-31$179,834
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,726,265
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,726,265
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$8,313,660
Participant contributions at end of year2010-12-31$3,532,150
Participant contributions at beginning of year2010-12-31$2,887,678
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$530,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$15,426,934
Value of net assets at end of year (total assets less liabilities)2010-12-31$144,914,192
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$129,487,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$132,633,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$118,613,034
Value of interest in pooled separate accounts at end of year2010-12-31$490,186
Value of interest in pooled separate accounts at beginning of year2010-12-31$290,885
Interest on participant loans2010-12-31$171,397
Interest earned on other investments2010-12-31$8,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$14,189,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$7,038,032
Assets. Invements in employer securities at beginning of year2010-12-31$7,695,661
Contributions received in cash from employer2010-12-31$1,220,000
Employer contributions (assets) at end of year2010-12-31$1,220,000
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$10,511,257
Contract administrator fees2010-12-31$78,124
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31EISNERAMPER LLP
Accountancy firm EIN2010-12-31131639826

Form 5500 Responses for TOLL BROTHERS 401K SAVINGS PLAN

2022: TOLL BROTHERS 401K SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TOLL BROTHERS 401K SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TOLL BROTHERS 401K SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TOLL BROTHERS 401K SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TOLL BROTHERS 401K SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TOLL BROTHERS 401K SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TOLL BROTHERS 401K SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TOLL BROTHERS 401K SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TOLL BROTHERS 401K SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TOLL BROTHERS 401K SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TOLL BROTHERS 401K SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TOLL BROTHERS 401K SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TOLL BROTHERS 401K SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TOLL BROTHERS 401K SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007725
Policy instance 1
Insurance contract or identification number007725
Number of Individuals Covered6216
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number105090
Policy instance 1
Insurance contract or identification number105090
Number of Individuals Covered5711
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number105090
Policy instance 1
Insurance contract or identification number105090
Number of Individuals Covered4981
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number105090
Policy instance 1
Insurance contract or identification number105090
Number of Individuals Covered5524
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number105090
Policy instance 1
Insurance contract or identification number105090
Number of Individuals Covered4877
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number105090
Policy instance 1
Insurance contract or identification number105090
Number of Individuals Covered4124
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number105090
Policy instance 1
Insurance contract or identification number105090
Number of Individuals Covered20
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $60,000
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees60000
Additional information about fees paid to insurance brokerSERVICE TO INSURER OR PLAN
Insurance broker organization code?3
Insurance broker nameWELLS FARGO WEALTH BROKGE INS AGCY
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number105090
Policy instance 1
Insurance contract or identification number105090
Number of Individuals Covered20
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number105090
Policy instance 1
Insurance contract or identification number105090
Number of Individuals Covered15
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number105090
Policy instance 1
Insurance contract or identification number105090
Number of Individuals Covered15
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number105090
Policy instance 1
Insurance contract or identification number105090
Number of Individuals Covered13
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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