2023 Form 5500 filing — Wright Tool Company Retirement Savings Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240930155503NAL0005759233001) for Wright Tool Company Retirement Savings Plan And Trust, reported by Wright Tool Company under EIN 34-0629970 and plan number 004. It reports 201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930155503NAL0005759233001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wright Tool Company
- EIN
- 34-0629970
- Plan number
- 004
- Location
- Barberton, OH
- Participants
- 201
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,730,097
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,730,097
- Employer contributions
- $394,603
- Participant contributions
- $407,818
- Total income / additions
- $2,053,082
- Benefits paid
- $831,032
- Administrative expenses
- $175
- Total expenses
- $831,207
- Net increase / (decrease)
- $1,221,875
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Inverness Securities LLC | ADVISOR | $0 | $25,115 |
| Fidelity Investments Institutional | RECORDKEEPER | $175 | $0 |