The Toolworks, Inc. Money Purchase Plan & Trust — Form 5500 plan (Toolworks)
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, The Toolworks, Inc. Money Purchase Plan & Trust is a benefit plan reported by Toolworks under EIN 94-2493384 and plan number 001. The latest loaded filing year is 2023. The filing reports 123 participants and $1,681,601 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Toolworks
- EIN
- 94-2493384
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 123 | H | 20250414134031NAL0001745073001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $1,681,601
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,681,601
- Net assets (BOY)
- $1,793,734
Income & contributions
- Employer contributions
- $105,845
- Total contributions
- $105,845
- Total income / additions
- $127,433
Expenses & distributions
- Benefits paid
- $239,566
- Administrative expenses
- $0
- Total expenses
- $239,566
- Net increase / (decrease)
- -$112,133
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.