2023 Form 5500 filing — Indiana Tool & Manufacturing Co., Inc. 401(K) Profit Sharing 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 20241015150441NAL0014916643001) for Indiana Tool & Manufacturing Co., Inc. 401(K) Profit Sharing Plan, reported by Indiana Tool & Manufacturing Co., Inc. under EIN 35-0987380 and plan number 002. It reports 198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015150441NAL0014916643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Indiana Tool & Manufacturing Co., Inc.
- EIN
- 35-0987380
- Plan number
- 002
- Location
- Plymouth, IN
- Participants
- 198
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,381,278
- Net assets (EOY)
- $13,381,278
- Employer contributions
- $312,290
- Participant contributions
- $675,256
- Total income / additions
- $2,762,736
- Benefits paid
- $507,156
- Administrative expenses
- $31,036
- Total expenses
- $546,673
- Net increase / (decrease)
- $2,216,063
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $3,381 | not reported in the loaded dataset |
| Erisa, Inc. | TPA | not reported in the loaded dataset | not reported in the loaded dataset |