2023 Form 5500 filing — K & S Tool And Manufacturing 401(K) Profit Sharing Plan And Trust
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 20241009070927NAL0018836337001) for K & S Tool And Manufacturing 401(K) Profit Sharing Plan And Trust, reported by K & S Tool And Manufacturing Co. under EIN 56-1207060 and plan number 001. It reports 108 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009070927NAL0018836337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- K & S Tool And Manufacturing Co.
- EIN
- 56-1207060
- Plan number
- 001
- Location
- High Point, NC
- Participants
- 108
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,509,838
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,509,838
- Employer contributions
- $65,556
- Participant contributions
- $302,896
- Total income / additions
- $1,674,747
- Benefits paid
- $625,497
- Administrative expenses
- $1,600
- Total expenses
- $627,097
- Net increase / (decrease)
- $1,047,650
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | CUSTODIAN | $51,885 | $0 |
| Wells Fargo Advisors | BROKER | $0 | $23,276 |
| Trinity Pension Group | TPA | $5,457 | not reported in the loaded dataset |