Original filing (PDF)20250617102140NAL0000861747001

TOALE BROTHERS, INC.

Name: TOALE BROTHERS, INC. — TOALE BROTHERS, INC. 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: TOALE BROTHERS, INC.

Form 5500-SF

FILING_RECEIVED

TOALE BROTHERS, INC. 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$577K

Net assets (EOY)

$577K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

TOALE BROTHERS, INC.

EIN

59-0479420all filings

Address

40 N. ORANGE AVE. · SARASOTA, FL · 34236

Phone

(941) 955-4171

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

A.J. HUTTO, JR.

A. J. HUTTO, JR., INC. PROFIT SHARING PLAN

$577K · 8 participants

PORTER HOLDINGS, LLC

PORTER HOLDINGS 401(K) PLAN

$576K · 26 participants

PEDERSON-NOWATKA FUNERAL HOMES, INC.

PEDERSON-NOWATKA FUNERAL HOMES, INC., INTEGRATED 401(K) PROFIT SHARING PLAN

$577K · 3 participants

HUNT & SON FUNERAL HOME, INC.

HUNT & SON FUNERAL HOME, INC. 401(K) PLAN

$577K · 3 participants

JOHN HENDERSON COMPANY, INC.

JOHN HENDERSON COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.