Original filing (PDF)20250724152600NAL0002877843001

OVERTON AND SONS TOOL AND DIE CO., INC.

Name: OVERTON AND SONS TOOL AND DIE CO., INC. — OVERTON AND SONS 401(K) PLAN, Form 5500 (2024)
Creator: OVERTON AND SONS TOOL AND DIE CO., INC.

Form 5500-SF

FILING_RECEIVED

OVERTON AND SONS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OVERTON AND SONS TOOL AND DIE CO., INC..

Plan sponsor

Name

OVERTON AND SONS TOOL AND DIE CO., INC.

EIN

35-1166138

Address

1250 OLD STATE ROAD 67 S · MOORESVILLE, IN · 46158

Phone

(317) 831-4542

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-24

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

HOFFMAN INSTRUMENTATION SUPPLY,

HOFFMAN INSTRUMENT SUPPLY, INC. 401(K) PLAN

$2.6M · 128 participants

BROWNING ENTERPRISE, INC.

BROWNING ENTERPRISE, INC. 401(K) PLAN

$2.6M · 24 participants

PATRICK ENTERPRISES CORPORATION

PATRICK ENTERPRISES 401(K) PROFIT SHARING PLAN

$2.6M · 34 participants

BISMARK STEEL, LLC DBA CHARLESTON STEEL

CHARLESTON STEEL 401(K) PLAN

$2.6M · 17 participants

CGR TECHNOLOGIES INC

CGR TECHNOLOGIES INC 401(K) PROFIT SHARING PLAN & TRUST