Whitworth Tool, Inc. 401(K) Plan — Form 5500 plan (Whitworth 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, Whitworth Tool, Inc. 401(K) Plan is a benefit plan reported by Whitworth Tool, Inc. under EIN 61-1347638 and plan number 001. The latest loaded filing year is 2023. The filing reports 223 participants and $7,834,092 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Whitworth Tool, Inc.
- EIN
- 61-1347638
- Plan number
- 001
- Plan type
- 2
- Location
- Hardinsburg, KY
- Latest filing year
- 2023
- Participants
- 223
- End-of-year plan assets
- $7,834,092
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 223 | H, C | 20241008095033NAL0009519203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,834,092
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,834,092
- Net assets (BOY)
- $6,391,182
Income & contributions
- Employer contributions
- $177,581
- Participant contributions
- $393,737
- Total contributions
- $770,398
- Total income / additions
- $1,906,441
Expenses & distributions
- Benefits paid
- $414,357
- Administrative expenses
- $49,174
- Total expenses
- $463,531
- Net increase / (decrease)
- $1,442,910
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $49,174 | $0 | 2023 |
| Baird Insurance Services Inc | OTHER SERVICES | $0 | $18,293 | 2023 |
| Robert W. Baird & Co. Incorporated | OTHER SERVICES | $0 | $5,612 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Whitworth Tool, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Hardinsburg, KY
- Principal Life Insurance Company — Schedule C compensation
- Baird Insurance Services Inc — Schedule C compensation
- Robert W. Baird & Co. Incorporated — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation