Pts Group Savings Plan — Form 5500 plan (Precision Tools Service, 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, Pts Group Savings Plan is a benefit plan reported by Precision Tools Service, Inc. under EIN 35-1752977 and plan number 001. The latest loaded filing year is 2023. The filing reports 180 participants and $11,711,642 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$11.7MPlan net assets, end of year$11,711,642
Participants180Covered participants reported
Assets / participant$65.1KComputed: assets ÷ participants$65,065 (computed)
Provider compensation$64.9K3 Schedule C provider row(s)$64,857
- Plan sponsor
- Precision Tools Service, Inc.
- EIN
- 35-1752977
- Plan number
- 001
- Plan type
- 2
- Location
- Columbus, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 180 | H, C | 20241015141620NAL0028730001001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$11.7M total assets
Net assets$11.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $11,711,642
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,711,642
- Net assets (BOY)
- $9,885,962
Income & contributions
- Employer contributions
- $367,028
- Participant contributions
- $689,330
- Total contributions
- $1,058,314
- Total income / additions
- $2,393,207
Expenses & distributions
- Benefits paid
- $523,739
- Administrative expenses
- $43,788
- Total expenses
- $567,527
- Net increase / (decrease)
- $1,825,680
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
35%65%
Employer 35%Participant 65%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | RECORDKEEPER | $38,622 | $0 | 2023 |
| Rbc Capital Markets, LLC | INVESTMENT ADVISORY | $0 | $17,756 | 2023 |
| Blue Benefits Consulting, Inc | TPA | $4,840 | $3,639 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Precision Tools Service, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Columbus, IN
- Principal Life Insurance Company — Schedule C compensation
- Rbc Capital Markets, LLC — Schedule C compensation
- Blue Benefits Consulting, Inc — Schedule C compensation