2023 Form 5500 filing — Tower Metalworking Fluids Co. Employee Stock Ownership Plan & 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 20241004101810NAL0006595139001) for Tower Metalworking Fluids Co. Employee Stock Ownership Plan & Trust, reported by Tower Metalworking Fluids Co. under EIN 36-1875520 and plan number 001. It reports 35 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.3MReported net assets$7,329,848
Participants35
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241004101810NAL0006595139001
Plan sponsor
Tower Metalworking Fluids Co.
EIN
36-1875520
Plan number
001
Location
Chicago, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10.3M total assets
Net assets$7.3MLiabilities$3M
Money in vs. money out
Total income / additions$1.5M
Total expenses$178.6K
Benefits paid / distributions$97.6K
Contributions
Employer$491K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$10,292,669
Total liabilities (EOY)
$2,962,821
Net assets (EOY)
$7,329,848
Employer contributions
$490,974
Total income / additions
$1,523,048
Benefits paid
$97,646
Total expenses
$178,562
Net increase / (decrease)
$1,344,486

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004101810NAL0006595139001 cover?
It is the 2023 Form 5500 filing for Tower Metalworking Fluids Co. Employee Stock Ownership Plan & Trust, reported by Tower Metalworking Fluids Co. (EIN 36-1875520).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages