Plan5500

U.S. Tool Grinding, Inc. Employees Profit Sharing Plan — Form 5500 plan (U.S. Tool Grinding, 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, U.S. Tool Grinding, Inc. Employees Profit Sharing Plan is a benefit plan reported by U.S. Tool Grinding, Inc. under EIN 43-0760175 and plan number 001. The latest loaded filing year is 2023. The filing reports 944 participants and $30,849,712 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
U.S. Tool Grinding, Inc.
EIN
43-0760175
Plan number
001
Plan type
2
Location
Farmington, MO
Latest filing year
2023
Participants
944
End-of-year plan assets
$30,849,712

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023944H, C20241001103853NAL0003906611001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,849,712
Total liabilities (EOY)
$0
Net assets (EOY)
$30,849,712
Net assets (BOY)
$26,531,626

Income & contributions

Employer contributions
$906,234
Participant contributions
$1,987,199
Total contributions
$3,117,980
Total income / additions
$6,950,864

Expenses & distributions

Benefits paid
$2,456,555
Administrative expenses
$137,051
Total expenses
$2,632,778
Net increase / (decrease)
$4,318,086

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$136,160$02023
Empower Advisory Group, LLCINVESTMENT MGMT$891not reported in the loaded dataset2023

Related Form 5500 pages