401k Plan data: TOYOTA RESEARCH INSTITUTE 401(K) PLAN plan

TOYOTA RESEARCH INSTITUTE 401(K) PLAN 401k Plan overview

Plan Name	TOYOTA RESEARCH INSTITUTE 401(K) PLAN
Plan identification number	001

TOYOTA RESEARCH INSTITUTE 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all 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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TOYOTA RESEARCH INSTITUTE INC. has sponsored the creation of one or more 401k plans.

Company Name: TOYOTA RESEARCH INSTITUTE INC.

Employer identification number (EIN): 810700429

NAIC Classification: 541700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TOYOTA RESEARCH INSTITUTE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 JOHN WONG 2019-10-08
001 2017-01-01
001 2016-01-01 TERI SCHWIMMER 2017-08-25

Plan Statistics for TOYOTA RESEARCH INSTITUTE 401(K) PLAN

401k plan membership statisitcs for TOYOTA RESEARCH INSTITUTE 401(K) PLAN

Measure Date Value
2022: TOYOTA RESEARCH INSTITUTE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 482
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 228
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 124
Total of all active and inactive participants 2022-01-01 353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 353
Number of participants with account balances 2022-01-01 347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 25
2021: TOYOTA RESEARCH INSTITUTE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 415
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 380
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 101
Total of all active and inactive participants 2021-01-01 481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 482
Number of participants with account balances 2021-01-01 464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 26
2020: TOYOTA RESEARCH INSTITUTE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 349
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 352
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 63
Total of all active and inactive participants 2020-01-01 415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 415
Number of participants with account balances 2020-01-01 401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 17
2019: TOYOTA RESEARCH INSTITUTE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 297
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 297
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 52
Total of all active and inactive participants 2019-01-01 349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 349
Number of participants with account balances 2019-01-01 329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 16
2018: TOYOTA RESEARCH INSTITUTE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 199
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 279
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 18
Total of all active and inactive participants 2018-01-01 297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 297
Number of participants with account balances 2018-01-01 274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 9

Measure	Date	Value
2022: TOYOTA RESEARCH INSTITUTE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	482
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	228
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	124
Total of all active and inactive participants	2022-01-01	353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	353
Number of participants with account balances	2022-01-01	347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	25
2021: TOYOTA RESEARCH INSTITUTE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	415
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	380
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	101
Total of all active and inactive participants	2021-01-01	481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	482
Number of participants with account balances	2021-01-01	464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	26
2020: TOYOTA RESEARCH INSTITUTE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	349
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	352
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	63
Total of all active and inactive participants	2020-01-01	415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	415
Number of participants with account balances	2020-01-01	401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	17
2019: TOYOTA RESEARCH INSTITUTE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	297
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	297
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	52
Total of all active and inactive participants	2019-01-01	349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	349
Number of participants with account balances	2019-01-01	329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	16
2018: TOYOTA RESEARCH INSTITUTE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	199
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	279
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	18
Total of all active and inactive participants	2018-01-01	297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	297
Number of participants with account balances	2018-01-01	274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	9

Financial Data on TOYOTA RESEARCH INSTITUTE 401(K) PLAN

Measure	Date	Value
2022 : TOYOTA RESEARCH INSTITUTE 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$17,660,786
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	$3,067,598
Total loss/gain on sale of assets	2022-12-31	$-816,015
Total of all expenses incurred	2022-12-31	$2,686,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,685,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$14,484,880
Value of total assets at end of year	2022-12-31	$49,189,003
Value of total assets at beginning of year	2022-12-31	$66,469,119
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,874
Total interest from all sources	2022-12-31	$9,935
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,448,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,448,814
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$20,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$5,827,438
Participant contributions at end of year	2022-12-31	$129,851
Participant contributions at beginning of year	2022-12-31	$290,386
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$209,190
Other income not declared elsewhere	2022-12-31	$10
Administrative expenses (other) incurred	2022-12-31	$1,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$380,670
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$49,189,003
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$66,469,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$46,880,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$64,538,463
Income. Interest from loans (other than to participants)	2022-12-31	$9,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,178,582
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,640,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-12,060,026
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$8,448,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,685,054
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$4,243,540
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$5,059,555
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	COMYNS SMITH MCCLEARY & DEAVER LLP
Accountancy firm EIN	2022-12-31	680307221
2021 : TOYOTA RESEARCH INSTITUTE 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
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	$24,785,969
Total loss/gain on sale of assets	2021-12-31	$1,076,111
Total of all expenses incurred	2021-12-31	$3,182,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,179,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$16,482,347
Value of total assets at end of year	2021-12-31	$66,469,119
Value of total assets at beginning of year	2021-12-31	$44,865,954
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$3,084
Total interest from all sources	2021-12-31	$13,711
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$5,873,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$5,873,609
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$20,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$6,058,254
Participant contributions at end of year	2021-12-31	$290,386
Participant contributions at beginning of year	2021-12-31	$192,667
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,455,259
Other income not declared elsewhere	2021-12-31	$81
Administrative expenses (other) incurred	2021-12-31	$3,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$21,603,165
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$66,469,119
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$44,865,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$64,538,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$43,254,186
Interest on participant loans	2021-12-31	$13,711
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,640,270
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,419,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,340,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$7,968,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,179,720
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$20,165,336
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$19,089,225
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	COMYNS SMITH MCCLEARY & DEAVER LLP
Accountancy firm EIN	2021-12-31	680307221
2020 : TOYOTA RESEARCH INSTITUTE 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
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	$19,120,429
Total loss/gain on sale of assets	2020-12-31	$-303,911
Total of all expenses incurred	2020-12-31	$1,241,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,219,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$13,017,338
Value of total assets at end of year	2020-12-31	$44,865,954
Value of total assets at beginning of year	2020-12-31	$26,986,625
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$21,397
Total interest from all sources	2020-12-31	$8,411
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$953,512
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$953,512
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$20,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$5,362,487
Participant contributions at end of year	2020-12-31	$192,667
Participant contributions at beginning of year	2020-12-31	$128,556
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,226,797
Other income not declared elsewhere	2020-12-31	$13,728
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$11,534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$17,879,329
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$44,865,954
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$26,986,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$21,397
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$43,254,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$26,067,809
Interest on participant loans	2020-12-31	$8,411
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,419,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$778,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$5,431,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$6,428,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,219,703
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$12,480,847
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$12,784,758
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	COMYNS SMITH MCCLEARY & DEAVER LLP
Accountancy firm EIN	2020-12-31	680307221
2019 : TOYOTA RESEARCH INSTITUTE 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
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	$14,923,624
Total loss/gain on sale of assets	2019-12-31	$212,973
Total of all expenses incurred	2019-12-31	$2,091,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,008,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$10,571,884
Value of total assets at end of year	2019-12-31	$26,986,625
Value of total assets at beginning of year	2019-12-31	$14,154,995
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$83,582
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$636,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$636,347
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$20,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$4,535,619
Participant contributions at end of year	2019-12-31	$128,556
Participant contributions at beginning of year	2019-12-31	$95,161
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$897,457
Other income not declared elsewhere	2019-12-31	$98,282
Total non interest bearing cash at end of year	2019-12-31	$11,534
Total non interest bearing cash at beginning of year	2019-12-31	$22,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$12,831,630
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$26,986,625
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$14,154,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$83,582
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$26,067,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$13,740,105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$778,726
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$297,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,404,138
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$5,138,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,008,412
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$5,316,511
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$5,103,538
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	COMYNS SMITH MCCLEARY & DEAVER LLP
Accountancy firm EIN	2019-12-31	680307221
2018 : TOYOTA RESEARCH INSTITUTE 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
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	$7,582,530
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$265,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$239,403
Value of total corrective distributions	2018-12-31	$3,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$8,487,997
Value of total assets at end of year	2018-12-31	$14,154,995
Value of total assets at beginning of year	2018-12-31	$6,838,439
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$23,447
Total interest from all sources	2018-12-31	$11,743
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$407,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$407,633
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$3,544,658
Participant contributions at end of year	2018-12-31	$95,161
Participant contributions at beginning of year	2018-12-31	$100,437
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,702,761
Total non interest bearing cash at end of year	2018-12-31	$22,602
Total non interest bearing cash at beginning of year	2018-12-31	$592,861
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$7,316,556
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$14,154,995
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,838,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$13,740,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$6,040,645
Interest on participant loans	2018-12-31	$6,025
Interest earned on other investments	2018-12-31	$5,718
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$297,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$104,496
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,324,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$3,240,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$239,403
Contract administrator fees	2018-12-31	$23,447
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	COMYNS SMITH MCCLEARY & DEAVER LLP
Accountancy firm EIN	2018-12-31	680307221

Form 5500 Responses for TOYOTA RESEARCH INSTITUTE 401(K) PLAN

2022: TOYOTA RESEARCH INSTITUTE 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TOYOTA RESEARCH INSTITUTE 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TOYOTA RESEARCH INSTITUTE 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TOYOTA RESEARCH INSTITUTE 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TOYOTA RESEARCH INSTITUTE 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

810640

Policy instance

Insurance contract or identification number	810640
Number of Individuals Covered	52
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

810640

Policy instance

Insurance contract or identification number	810640
Number of Individuals Covered	62
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

810640

Policy instance

Insurance contract or identification number	810640
Number of Individuals Covered	329
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

810640

Policy instance

Insurance contract or identification number	810640
Number of Individuals Covered	329
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

810640

Policy instance

Insurance contract or identification number	810640
Number of Individuals Covered	297
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	TOYOTA RESEARCH INSTITUTE INC.
Employer identification number (EIN):	810700429
NAIC Classification:	541700