2023 Form 5500 filing — Fullerton Tool Company, Inc. 401(K) Plan
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 20241001144900NAL0004115139001) for Fullerton Tool Company, Inc. 401(K) Plan, reported by Fullerton Tool Company, Inc. under EIN 38-1288328 and plan number 003. It reports 210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001144900NAL0004115139001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fullerton Tool Company, Inc.
- EIN
- 38-1288328
- Plan number
- 003
- Location
- Saginaw, MI
- Participants
- 210
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,815,836
- Total liabilities (EOY)
- $1,120
- Net assets (EOY)
- $19,814,716
- Employer contributions
- $321,803
- Participant contributions
- $1,116,399
- Total income / additions
- $4,375,479
- Benefits paid
- $1,435,515
- Administrative expenses
- $75,917
- Total expenses
- $1,511,432
- Net increase / (decrease)
- $2,864,047
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tri-Star Trust Bank | ADVISOR | $51,023 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $19,893 | $0 |
| Newport Trust Company | TRUSTEE | $5,001 | $0 |