2023 Form 5500 filing — Woodtrust Bank 401(K) Profit Sharing 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 20240729151125NAL0012642275001) for Woodtrust Bank 401(K) Profit Sharing Plan, reported by Woodtrust Bank under EIN 39-0720440 and plan number 002. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729151125NAL0012642275001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Woodtrust Bank
- EIN
- 39-0720440
- Plan number
- 002
- Location
- Wisconsin Rapids, WI
- Participants
- 133
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,987,572
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,987,572
- Employer contributions
- $440,530
- Participant contributions
- $758,338
- Total income / additions
- $7,364,076
- Benefits paid
- $811,616
- Administrative expenses
- $13,376
- Total expenses
- $824,992
- Net increase / (decrease)
- $6,539,084
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cliftonlarsonallen Llp | NONE | $8,925 | not reported in the loaded dataset |