Original filing (PDF)20240222110519NAL0002535123001

Tocco Financial Services, Inc.

Name: Tocco Financial Services, Inc. — Tocco Financial, Form 5500 (2023)
Creator: Tocco Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tocco Financial Services Pension Plan

Defined-benefit pension plan · Tocco Financial Services, Inc.'s Tocco Financial Services Pension Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Judith Tocco signed Tocco Financial Services, Inc.'s 2023 Form 5500 as plan administrator.

Judith Tocco — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Tocco Financial Services, Inc.'s EIN is 20-4116292.

EIN 20-4116292

Plan number 002

Plan year 2023

ACK ID 20240222110519NAL0002535123001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Tocco Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TOCCO FINANCIAL SERVICES, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score