Collis Toolholder Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Collis Toolholder Corporation)

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, Collis Toolholder Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Collis Toolholder Corporation under EIN 26-0250900 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $670,124 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$670.1KPlan net assets, end of year$670,124
Participants4Covered participants reported
Assets / participant$167.5KComputed: assets ÷ participants$167,531 (computed)
Provider compensationNone reported
Plan sponsor
Collis Toolholder Corporation
EIN
26-0250900
Plan number
001
Plan type
2
Location
Clinton, IA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234I20240916105522NAL0003701106001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$670.1K total assets
Net assets$670.1KLiabilities
Money in vs. money out
Total income / additions$89K
Total expenses$42K
Benefits paid / distributions$41.9K
Contributions
Employer$7.1K
Participant$9.5K
Full reported line items

Net assets

Total assets (EOY)
$670,124
Net assets (EOY)
$670,124
Net assets (BOY)
$623,145

Income & contributions

Employer contributions
$7,102
Participant contributions
$9,469
Total income / additions
$88,959

Expenses & distributions

Benefits paid
$41,860
Administrative expenses
$120
Total expenses
$41,980
Net increase / (decrease)
$46,979
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 43%Participant 57%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income47%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages