Plan5500

D.W. Tool, Inc. Savings Plan — Form 5500 plan (D.W. Tool, 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, D.W. Tool, Inc. Savings Plan is a benefit plan reported by D.W. Tool, Inc. under EIN 43-1149970 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $3,143,104 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
D.W. Tool, Inc.
EIN
43-1149970
Plan number
001
Plan type
2
Location
Jackson, MO
Latest filing year
2023
Participants
159
End-of-year plan assets
$3,143,104

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023159H, C20250414165141NAL0000893283001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,143,104
Total liabilities (EOY)
$0
Net assets (EOY)
$3,143,104
Net assets (BOY)
$2,531,952

Income & contributions

Employer contributions
$145,995
Participant contributions
$136,845
Total contributions
$282,840
Total income / additions
$810,977

Expenses & distributions

Benefits paid
$154,739
Administrative expenses
$45,086
Total expenses
$199,825
Net increase / (decrease)
$611,152

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORD-KEEPER$24,782$02023
Buckingham Asset ManagementADVISOR$18,909not reported in the loaded dataset2023

Related Form 5500 pages