Toolworks, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Toolworks, INC.
  • Sponsor EIN: 942493384
  • Sponsor Address: 22 BATTERY STREET, SAN FRANCISCO, CA, 94111
  • Plan Type: 401(k)
  • Plan Number: 002
  • Total Participants: 292
  • Total Assets: $2.8M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023292$2.8M$0$243,269
2022333$2.4M$70,092$229,497

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