Tooling Systems Group, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Tooling Systems Group, 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, Tooling Systems Group, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Tooling Systems Group, Inc. under EIN 26-3899248 and plan number 001. The latest loaded filing year is 2023. The filing reports 580 participants and $36,570,773 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tooling Systems Group, Inc.
- EIN
- 26-3899248
- Plan number
- 001
- Plan type
- 3
- Location
- Grand Rapids, MI
- Latest filing year
- 2023
- Participants
- 580
- End-of-year plan assets
- $36,570,773
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 580 | H, C | 20240924092440NAL0007321091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,570,773
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,570,773
- Net assets (BOY)
- $32,039,989
Income & contributions
- Employer contributions
- $979,337
- Participant contributions
- $2,834,497
- Total contributions
- $6,410,916
- Total income / additions
- $11,273,618
Expenses & distributions
- Benefits paid
- $6,730,612
- Administrative expenses
- $11,320
- Total expenses
- $6,742,834
- Net increase / (decrease)
- $4,530,784
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Huntington National Bank | SERVICE PROVIDER | $0 | $37,743 | 2023 |
| Onedigital Investment Advisors | SERVICE PROVIDER | $0 | $28,448 | 2023 |
| Morningstar | SERVICE PROVIDER | $0 | $3,897 | 2023 |
| Watkins Ross | SERVICE PROVIDER | $0 | $3,422 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tooling Systems Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Grand Rapids, MI
- The Huntington National Bank — Schedule C compensation
- Onedigital Investment Advisors — Schedule C compensation
- Morningstar — Schedule C compensation
- Watkins Ross — Schedule C compensation