Original filing (PDF)20250829181939NAL0006394179001

CATES MACHINE SHOP INC

Name: CATES MACHINE SHOP INC — CATES MACHINE SHOP INC SAFE HARBOR 401(K) PLAN, Form 5500 (2024)
Creator: CATES MACHINE SHOP INC

Form 5500-SF

FILING_RECEIVED

CATES MACHINE SHOP INC SAFE HARBOR 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$471K

Net assets (EOY)

$471K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CATES MACHINE SHOP INC.

Plan sponsor

Name

CATES MACHINE SHOP INC

EIN

75-1913943all filings

Address

12198 STATE HWY 64 W · TYLER, TX · 75704

Phone

(903) 592-2015

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

2025-08-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

TCI MANUFACTURING INC.

TCI MANUFACTURING 401(K) PLAN

$470K · 9 participants

CO-MAR ENTERPRISES, INC.

CO-MAR ENTERPRISES, INC. PROFIT SHARING PLAN & TRUST

$469K · 5 participants

METRO MACHINE WORKS, INC.

METRO MACHINE WORKS, INC. 401(K) PLAN

$473K · 17 participants

IDEAL INSTRUMENT CO., INC.

IDEAL INSTRUMENT CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN

$468K · 9 participants

B&J MACHINE WORKS OF SHREVEPORT LLC

B&J MACHINE WORKS OF SHREVEPORT LLC 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.