Plan5500

Toolworks, Inc. 401(K) Plan — Form 5500 plan (Toolworks, 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, Toolworks, Inc. 401(K) Plan is a benefit plan reported by Toolworks, Inc. under EIN 94-2493384 and plan number 002. The latest loaded filing year is 2023. The filing reports 475 participants and $2,846,091 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Toolworks, Inc.
EIN
94-2493384
Plan number
002
Plan type
2
Location
San Francisco, CA
Latest filing year
2023
Participants
475
End-of-year plan assets
$2,846,091

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023475H, C20250415121634NAL0001419059001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,846,091
Total liabilities (EOY)
$51,713
Net assets (EOY)
$2,794,378
Net assets (BOY)
$2,422,882

Income & contributions

Employer contributions
$0
Participant contributions
$243,269
Total contributions
$243,269
Total income / additions
$570,330

Expenses & distributions

Benefits paid
$173,095
Administrative expenses
$25,739
Total expenses
$198,834
Net increase / (decrease)
$371,496

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
At Retirement Services, LLCN/A$17,125not reported in the loaded dataset2023
Forusall, IncADMINISTRATOR$8,614not reported in the loaded dataset2023

Related Form 5500 pages