Fullerton Tool Company, Inc. 401(K) Plan — Form 5500 plan (Fullerton 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, Fullerton Tool Company, Inc. 401(K) Plan is a benefit plan reported by Fullerton Tool Company, Inc. under EIN 38-1288328 and plan number 003. The latest loaded filing year is 2023. The filing reports 210 participants and $19,815,836 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fullerton Tool Company, Inc.
EIN
38-1288328
Plan number
003
Plan type
2
Location
Saginaw, MI
Latest filing year
2023
Participants
210
End-of-year plan assets
$19,815,836

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023210H, C20241001144900NAL0004115139001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,815,836
Total liabilities (EOY)
$1,120
Net assets (EOY)
$19,814,716
Net assets (BOY)
$16,950,669

Income & contributions

Employer contributions
$321,803
Participant contributions
$1,116,399
Total contributions
$1,640,575
Total income / additions
$4,375,479

Expenses & distributions

Benefits paid
$1,435,515
Administrative expenses
$75,917
Total expenses
$1,511,432
Net increase / (decrease)
$2,864,047

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tri-Star Trust BankADVISOR$51,023not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$19,893$02023
Newport Trust CompanyTRUSTEE$5,001$02023

Related Form 5500 pages