B-K Tool & Design, Inc. 401(K) Plan — Form 5500 plan (B-K Tool & Design, 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, B-K Tool & Design, Inc. 401(K) Plan is a benefit plan reported by B-K Tool & Design, Inc. under EIN 03-0430574 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $9,203,711 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
B-K Tool & Design, Inc.
EIN
03-0430574
Plan number
001
Plan type
2
Location
Kalida, OH
Latest filing year
2023
Participants
136
End-of-year plan assets
$9,203,711

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023136H, C20241007105751NAL0015064961001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,203,711
Total liabilities (EOY)
$0
Net assets (EOY)
$9,203,711
Net assets (BOY)
$7,089,961

Income & contributions

Employer contributions
$270,404
Participant contributions
$644,388
Total contributions
$1,099,681
Total income / additions
$2,680,835

Expenses & distributions

Benefits paid
$564,460
Administrative expenses
$2,625
Total expenses
$567,085
Net increase / (decrease)
$2,113,750

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rea & AssociatesTPA$2,000$02023
Capital Group Retirement PlanRECORDKEEPER$625$02023

Related Form 5500 pages