2023 Form 5500 filing — Koetter Woodworking, Inc. 401(K) 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 20240717101734NAL0008955250001) for Koetter Woodworking, Inc. 401(K) Plan, reported by Koetter Woodworking, Inc. under EIN 35-1420041 and plan number 002. It reports 295 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$25.2MReported net assets$25,244,347
Participants295
Provider compensation$64.1K2 Schedule C row(s)$64,137
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240717101734NAL0008955250001
Plan sponsor
Koetter Woodworking, Inc.
EIN
35-1420041
Plan number
002
Location
Borden, IN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$25.2M total assets
Net assets$25.2MLiabilities
Money in vs. money out
Total income / additions$5.6M
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$700.2K
Participant$1.3M
Full reported line items
Total assets (EOY)
$25,244,347
Net assets (EOY)
$25,244,347
Employer contributions
$700,179
Participant contributions
$1,253,578
Total income / additions
$5,612,646
Benefits paid
$1,659,072
Administrative expenses
$64,138
Total expenses
$1,723,210
Net increase / (decrease)
$3,889,436
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $35.3K · Indirect $0
  2. 2
    ADVISOR · Direct $28.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240717101734NAL0008955250001 cover?
It is the 2023 Form 5500 filing for Koetter Woodworking, Inc. 401(K) Plan, reported by Koetter Woodworking, Inc. (EIN 35-1420041).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages