Toolworks — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Toolworks (EIN 94-2493384) is a plan sponsor located in San Francisco, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
94-2493384
Location
San Francisco, CA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$4,527,692
Total reported liabilities (EOY)
$51,713
Total reported net assets (EOY)
$4,475,979

Contributions & income

Employer contributions
$105,845
Participant contributions
$243,269
Total income / additions
$697,763

Expenses & distributions

Benefits paid / distributions
$412,661
Total expenses
$438,400
Net increase / (decrease)
$259,363

Coverage

Total reported participants
765
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Toolworks plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Toolworks, Inc. 401(K) Plan002475$2,846,0912023
The Toolworks, Inc. Money Purchase Plan & Trust001123$1,681,6012023
Toolworks, Inc. Welfare Benefits Plan501167not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Toolworks
YearPlanParticipantsSchedulesFiling
2023Toolworks, Inc. Welfare Benefits Plan16720240705165324NAL0009121345001
2023The Toolworks, Inc. Money Purchase Plan & Trust123H20250414134031NAL0001745073001
2023Toolworks, Inc. 401(K) Plan475H, C20250415121634NAL0001419059001

Related Form 5500 pages