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Original filing (PDF)20251111063331NAL0005961729001
CHICKASAW MACHINE & TOOL, INC.
Form 5500-SF
FILING_RECEIVED
CHICKASAW MACHINE & TOOL, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.9 mo
Active participants
26
Accounts w/ balance
25
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
88
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.9 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHICKASAW MACHINE & TOOL, INC..
Plan sponsor
Name
CHICKASAW MACHINE & TOOL, INC.
EIN
34-0906918
Address
3050 CHICKASAW RD. PO BOX 35 · CHICKASAW, OH · 45826
Phone
(866) 676-2871
Industry
Manufacturingsee all
Plan administrator
Name
OPOC.US RETIREMENT SERVICES
EIN
33-2323585
City
WORTHINGTON, OH
Phone
(866) 676-2871
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-11-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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