Retirement plan

TOLMAR, INC. 1081. 01(D) SAVINGS AND N

Name: TOLMAR, INC. - TOLMAR, INC. 1081. 01(D) SAVINGS AND N (2023) Form 5500
Creator: TOLMAR, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TOLMAR, INC. 1081. 01(D) SAVINGS AND N, TOLMAR, INC.

TOLMAR, INC.EIN 20-5990340Plan #001PY 2023

701 CENTRE AVE - FORT COLLINS, CO 80526970-212-4500tolmar.comLinkedIn501-1000 employeespharmaceuticals

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$191K

-99.8% from 2022

Total participants

-99.9% from 2022

Average account balance

$191,497

+130.3% from 2022

Annual return

17.30%

+32.99 pp from 2022

Benchmarks

See 1,331 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort1,331 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$162.79M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$122K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,337

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

96.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$21.05M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.04%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$81

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2E2G3C

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$174

$174 / participant

Other / not subdivided$174100.0%

% of EOY assets

0.091%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$191,497

$154,365+24.1%

$130,231+47.0%

$139,466+37.3%

Participation rate

100.0%

79.9%+20.1pp

76.3%+23.7pp

80.3%+19.7pp

Annual return

17.30%

30.53%-13.2pp

38.86%-21.6pp

373.66%-356.4pp

Employer contribution / active EE

$13,200

$5,170+155.3%

$4,126+219.9%

$4,754+177.7%

Participant deferral / active EE

$16,500

$8,498+94.2%

$6,799+142.7%

$6,712+145.8%

Admin fee / account holder

$174

$9,214-98.1%

$6,020-97.1%

$11,409-98.5%

TOLMAR, INC. 1081. 01(D) SAVINGS AND N

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TOLMAR, INC. 1081. 01(D) SAVINGS AND N

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion