2023 Form 5500 filing — K.W. Thompson Tool Company, Inc. 401(K) 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 20241011125111NAL0044343602001) for K.W. Thompson Tool Company, Inc. 401(K) Plan, reported by K.W. Thompson Tool Company, Inc. under EIN 02-0432933 and plan number 001. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011125111NAL0044343602001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- K.W. Thompson Tool Company, Inc.
- EIN
- 02-0432933
- Plan number
- 001
- Location
- Rochester, NH
- Participants
- 133
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,639,013
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,639,013
- Participant contributions
- $181,242
- Total income / additions
- $507,314
- Benefits paid
- $427,573
- Administrative expenses
- $14,789
- Total expenses
- $449,518
- Net increase / (decrease)
- $57,796
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Services, Inc. | INVESTMENT/FINANCIAL ADVI | $10,215 | $0 |
| Adp, Inc. | RECORD KEEPER | $4,573 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |