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Original filing (PDF)20251015122952NAL0002410019001
SELWAY MACHINE TOOL CO., INC.
Form 5500
FILING_RECEIVED
SELWAY MACHINE TOOL CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
111
Accounts w/ balance
184
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Selway Machine Tool Co., Inc." is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SELWAY MACHINE TOOL CO., INC..
Plan sponsor
Name
SELWAY MACHINE TOOL CO., INC.
EIN
94-1716003
Address
29250 UNION CITY BLVD. · UNION CITY, CA · 94587
Phone
(510) 487-2525
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2Q · S-corporation ESOP
2I · Stock bonus
2O · ESOP (non-leveraged)
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 direct security· $8.7M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Selway Machine Tool Co., Inc. | — | 30,350.95 | $9.8M | $8.7M | 94.8% |
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