Plan5500

C & A Tool Engineering, Inc. 401(K) Salary Reduction Plan And Trust — Form 5500 plan (C & A Tool Engineering, 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, C & A Tool Engineering, Inc. 401(K) Salary Reduction Plan And Trust is a benefit plan reported by C & A Tool Engineering, Inc. under EIN 35-1413147 and plan number 001. The latest loaded filing year is 2023. The filing reports 643 participants and $40,991,331 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
C & A Tool Engineering, Inc.
EIN
35-1413147
Plan number
001
Plan type
2
Location
Churubusco, IN
Latest filing year
2023
Participants
643
End-of-year plan assets
$40,991,331

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023643H, C20241112141449NAL0024541984001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,991,331
Total liabilities (EOY)
$0
Net assets (EOY)
$40,991,331
Net assets (BOY)
$36,266,186

Income & contributions

Employer contributions
$700,946
Participant contributions
$2,040,975
Total contributions
$2,846,786
Total income / additions
$8,254,841

Expenses & distributions

Benefits paid
$3,428,035
Administrative expenses
$101,661
Total expenses
$3,529,696
Net increase / (decrease)
$4,725,145

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins Co Of AmericaRECORDKEEPER$74,307$02023
Phillips Financial Management LLCINVESTMENT ADVISOR$37,882not reported in the loaded dataset2023

Related Form 5500 pages