Original filing (PDF)20250609141042NAL0014111969001

WHITSON COMPANY, INC. D/B/A POWER TOOL COMPANY

Name: WHITSON COMPANY, INC. D/B/A POWER TOOL COMPANY — POWER TOOL COMPANY 401(K) PLAN, Form 5500 (2024)
Creator: WHITSON COMPANY, INC. D/B/A POWER TOOL COMPANY

Form 5500-SF

FILING_RECEIVED

POWER TOOL COMPANY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 WHITSON COMPANY, INC. D/B/A POWER TOOL COMPANY.

Plan sponsor

Name

WHITSON COMPANY, INC. D/B/A POWER TOOL COMPANY

EIN

62-0879653

Address

1709 LAMONS LANE · JOHNSON CITY, TN · 37604

Phone

(423) 926-2174

Industry

Wholesale Tradesee 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

2025-06-09

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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