Wright Tool Company Retirement Savings Plan And Trust — Form 5500 plan (Wright Tool Company)
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, Wright Tool Company Retirement Savings Plan And Trust is a benefit plan reported by Wright Tool Company under EIN 34-0629970 and plan number 004. The latest loaded filing year is 2023. The filing reports 201 participants and $10,730,097 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wright Tool Company
- EIN
- 34-0629970
- Plan number
- 004
- Plan type
- 2
- Location
- Barberton, OH
- Latest filing year
- 2023
- Participants
- 201
- End-of-year plan assets
- $10,730,097
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 201 | H, C | 20240930155503NAL0005759233001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,730,097
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,730,097
- Net assets (BOY)
- $9,508,222
Income & contributions
- Employer contributions
- $394,603
- Participant contributions
- $407,818
- Total contributions
- $834,820
- Total income / additions
- $2,053,082
Expenses & distributions
- Benefits paid
- $831,032
- Administrative expenses
- $175
- Total expenses
- $831,207
- Net increase / (decrease)
- $1,221,875
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Inverness Securities LLC | ADVISOR | $0 | $25,115 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $175 | $0 | 2023 |