2023 Form 5500 filing — Tooling Systems Group, Inc. 401(K) Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240924092440NAL0007321091001) for Tooling Systems Group, Inc. 401(K) Retirement Savings Plan, reported by Tooling Systems Group, Inc. under EIN 26-3899248 and plan number 001. It reports 580 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924092440NAL0007321091001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Tooling Systems Group, Inc.
- EIN
- 26-3899248
- Plan number
- 001
- Location
- Grand Rapids, MI
- Participants
- 580
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,570,773
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,570,773
- Employer contributions
- $979,337
- Participant contributions
- $2,834,497
- Total income / additions
- $11,273,618
- Benefits paid
- $6,730,612
- Administrative expenses
- $11,320
- Total expenses
- $6,742,834
- Net increase / (decrease)
- $4,530,784
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Huntington National Bank | SERVICE PROVIDER | $0 | $37,743 |
| Onedigital Investment Advisors | SERVICE PROVIDER | $0 | $28,448 |
| Morningstar | SERVICE PROVIDER | $0 | $3,897 |
| Watkins Ross | SERVICE PROVIDER | $0 | $3,422 |