2023 Form 5500 filing — General Tool 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 20241013100703NAL0025795137001) for General Tool 401(K) Plan, reported by General Tool Inc under EIN 80-0494601 and plan number 001. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013100703NAL0025795137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- General Tool Inc
- EIN
- 80-0494601
- Plan number
- 001
- Location
- Irvine, CA
- Participants
- 148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,818,878
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,818,878
- Employer contributions
- $186,894
- Participant contributions
- $541,676
- Total income / additions
- $1,776,387
- Benefits paid
- $158,235
- Administrative expenses
- $39,904
- Total expenses
- $200,860
- Net increase / (decrease)
- $1,575,527
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $21,608 | $0 |
| Ameriprise Financial | INVESTMENT/FINANCIAL ADVI | $18,295 | $0 |