Original filing (PDF)20250224085726NAL0022238498001

TOOLWORKS, INC.

Name: TOOLWORKS, INC. — TOOLWORKS, INC. 403(B) PLAN, Form 5500 (2023)
Creator: TOOLWORKS, INC.

Form 5500-SF

FILING_RECEIVED

TOOLWORKS, INC. 403(B) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$425K

Net assets (EOY)

$425K

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 TOOLWORKS, INC..

Plan sponsor

Name

TOOLWORKS, INC.

EIN

94-2493384

Address

22 BATTERY STREET · SUITE 300 · SAN FRANCISCO, CA · 94111

Phone

(415) 733-0990

Industry

Retail Tradesee all

Plan administrator

Name

FORUSALL, INC.

EIN

46-1803145

City

SAN CARLOS, CA

Phone

(844) 401-2253

Plan characteristics

Plan number

004

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-02-24

Pension benefit codes

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

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 providers

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