2023 Form 5500 filing — New Holland Custom Woodwork, Ltd. Employee Benefit Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240620133653NAL0002803330001) for New Holland Custom Woodwork, Ltd. Employee Benefit Plan, reported by New Holland Custom Woodwork, Ltd. under EIN 23-2595329 and plan number 501. It reports 40 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240620133653NAL0002803330001
Filing year
2023
Form type
2
Plan sponsor
New Holland Custom Woodwork, Ltd.
EIN
23-2595329
Plan number
501
Location
New Holland, PA
Participants
40
Schedules available
Schedule I, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$72,786
Total liabilities (EOY)
$117,046
Net assets (EOY)
-$44,260
Employer contributions
$700,451
Participant contributions
$97,533
Total income / additions
$800,505
Benefits paid
$351,164
Administrative expenses
$3,126
Total expenses
$682,606
Net increase / (decrease)
$117,899
Schedule source
Schedule I

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Engle, Hambright & Davies IncBROKER$17,193not reported in the loaded dataset
The Benecon GroupBROKER$12,509not reported in the loaded dataset
Capital BluecrossADMIN$3,126not reported in the loaded dataset
Connectcare 3PATIENT ADVOCATE$2,735not reported in the loaded dataset

Related Form 5500 pages