Plan5500

Triangle Tool, LLC 401(K) Plan — Form 5500 plan (Triangle Tool, LLC)

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, Triangle Tool, LLC 401(K) Plan is a benefit plan reported by Triangle Tool, LLC under EIN 86-3848354 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $13,444,413 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Triangle Tool, LLC
EIN
86-3848354
Plan number
001
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
141
End-of-year plan assets
$13,444,413

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023141H, C20241014115146NAL0014871171006

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,444,413
Net assets (EOY)
$13,444,413
Net assets (BOY)
$10,134,898

Income & contributions

Employer contributions
$451,315
Participant contributions
$1,088,943
Total contributions
$1,808,900
Total income / additions
$3,638,038

Expenses & distributions

Benefits paid
$304,013
Administrative expenses
$24,510
Total expenses
$328,523
Net increase / (decrease)
$3,309,515

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Embree Financial GroupADVISOR$22,635$02023

Related Form 5500 pages