Tooling Concepts, Inc. Cash Balance Plan — Form 5500 plan (Tooling Concepts, 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, Tooling Concepts, Inc. Cash Balance Plan is a benefit plan reported by Tooling Concepts, Inc. under EIN 61-1658884 and plan number 002. The latest loaded filing year is 2023. The filing reports 20 participants and $1,292,436 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tooling Concepts, Inc.
- EIN
- 61-1658884
- Plan number
- 002
- Plan type
- 2
- Location
- Olivet, MI
- Latest filing year
- 2023
- Participants
- 20
- End-of-year plan assets
- $1,292,436
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20 | I | 20240723071331NAL0007059859001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,292,436
- Net assets (EOY)
- $1,292,436
- Net assets (BOY)
- $1,018,126
Income & contributions
- Employer contributions
- $125,874
- Total income / additions
- $280,899
Expenses & distributions
- Total expenses
- $6,589
- Net increase / (decrease)
- $274,310
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.