Indiana Tool & Manufacturing Co., Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Indiana Tool & Manufacturing Co., 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, Indiana Tool & Manufacturing Co., Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Indiana Tool & Manufacturing Co., Inc. under EIN 35-0987380 and plan number 002. The latest loaded filing year is 2023. The filing reports 198 participants and $13,381,278 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Indiana Tool & Manufacturing Co., Inc.
EIN
35-0987380
Plan number
002
Plan type
2
Location
Plymouth, IN
Latest filing year
2023
Participants
198
End-of-year plan assets
$13,381,278

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023198H, C20241015150441NAL0014916643001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,381,278
Net assets (EOY)
$13,381,278
Net assets (BOY)
$11,165,215

Income & contributions

Employer contributions
$312,290
Participant contributions
$675,256
Total contributions
$1,293,552
Total income / additions
$2,762,736

Expenses & distributions

Benefits paid
$507,156
Administrative expenses
$31,036
Total expenses
$546,673
Net increase / (decrease)
$2,216,063

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$3,381not reported in the loaded dataset2023
Erisa, Inc.TPAnot reported in the loaded datasetnot reported in the loaded dataset2023

Related Form 5500 pages