Plan5500

Koetter Woodworking, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Koetter Woodworking, Inc. (EIN 35-1420041) is a plan sponsor located in Borden, IN with 6 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
35-1420041
Location
Borden, IN
Loaded plans
6
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Koetter Woodworking, Inc.

  • 6 loaded plans hold $25.2M in reported assets.
  • The largest, Koetter Woodworking, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,344 reported participants.
  • 1 of 6 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$25.2MSummed across loaded plans$25,244,347
Total reported assets$25.2M$25,244,347
Total reported participants1.3K1,344
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$25.2M total assets
Net assets$25.2MLiabilities—
Contributions & income
Employer contributions$700.2K
Participant contributions$1.3M
Total income / additions$5.6M
Expenses & distributions
Benefits paid / distributions$1.7M
Total expenses$1.7M
Net increase / (decrease)$3.9M

Data coverage

Plans with financial statements1 / 6 (17%)
Plans with provider compensation1 / 6 (17%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Koetter Woodworking, Inc. 401(K) Plan
Participants per plan224Average across loaded plans
Loaded plans6
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Koetter Woodworking, Inc. 401(K) Plan$25.2M
    Plan #002 · 295 participants · 2023
  2. 2
    Koetter Woodworking, Inc. Life Welfare Plannot reported in the loaded dataset
    Plan #528 · 292 participants · 2023
  3. 3
    Koetter Woodworking, Inc. Medical Welfare Plannot reported in the loaded dataset
    Plan #525 · 258 participants · 2023
  4. 4
    Koetter Woodworking, Inc. Dental Welfare Plannot reported in the loaded dataset
    Plan #526 · 209 participants · 2023
  5. 5
    Koetter Woodworking, Inc. Worksite Benefits Plannot reported in the loaded dataset
    Plan #529 · 164 participants · 2023
  6. 6
    Koetter Woodworking, Inc. Vision Welfare Plannot reported in the loaded dataset
    Plan #527 · 126 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Koetter Woodworking, Inc.. Open one for its full reported snapshot.

  1. 2023
    Koetter Woodworking, Inc. Medical Welfare Plan258 participants · 2No schedules
    View filing →
  2. 2023
    Koetter Woodworking, Inc. Dental Welfare Plan209 participants · 2No schedules
    View filing →
  3. 2023
    Koetter Woodworking, Inc. Vision Welfare Plan126 participants · 2No schedules
    View filing →
  4. 2023
    Koetter Woodworking, Inc. Life Welfare Plan292 participants · 2No schedules
    View filing →
  5. 2023
    Koetter Woodworking, Inc. Worksite Benefits Plan164 participants · 2No schedules
    View filing →
  6. 2023
    Koetter Woodworking, Inc. 401(K) Plan295 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Koetter Woodworking, Inc. report on Form 5500?
Koetter Woodworking, Inc. (EIN 35-1420041) reports 6 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Koetter Woodworking, Inc.?
The Employer Identification Number (EIN) reported for Koetter Woodworking, Inc. is 35-1420041.
What is the latest Form 5500 filing year for Koetter Woodworking, Inc.?
The latest loaded Form 5500 filing year for Koetter Woodworking, Inc. is 2023.

Related Form 5500 pages