K.W. Thompson Tool Company, Inc. 401(K) Plan — Form 5500 plan (K.W. Thompson Tool Company, Inc.)

Plain-English plan 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, K.W. Thompson Tool Company, Inc. 401(K) Plan is a benefit plan reported by K.W. Thompson Tool Company, Inc. under EIN 02-0432933 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $2,639,013 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
K.W. Thompson Tool Company, Inc.
EIN
02-0432933
Plan number
001
Plan type
2
Location
Rochester, NH
Latest filing year
2023
Participants
133
End-of-year plan assets
$2,639,013

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023133H, C20241011125111NAL0044343602001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,639,013
Total liabilities (EOY)
$0
Net assets (EOY)
$2,639,013
Net assets (BOY)
$2,581,217

Income & contributions

Participant contributions
$181,242
Total contributions
$181,242
Total income / additions
$507,314

Expenses & distributions

Benefits paid
$427,573
Administrative expenses
$14,789
Total expenses
$449,518
Net increase / (decrease)
$57,796

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Equity Services, Inc.INVESTMENT/FINANCIAL ADVI$10,215$02023
Adp, Inc.RECORD KEEPER$4,573$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages