2023 Form 5500 filing — W.W. Wood Products, Inc. 401k 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 20240805130556NAL0000721491001) for W.W. Wood Products, Inc. 401k Plan, reported by W. W. Wood Products, Inc. under EIN 43-1125202 and plan number 001. It reports 1,479 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)$23.2MReported net assets$23,207,819
Participants1.5K1,479
Provider compensation$217.4K5 Schedule C row(s)$217,356
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240805130556NAL0000721491001
- Plan sponsor
- W. W. Wood Products, Inc.
- EIN
- 43-1125202
- Plan number
- 001
- Location
- Dudley, MO
- Received date
- not reported in the loaded dataset
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)$23.2M total assets
Net assets$23.2MLiabilities—
Full reported line items
- Total assets (EOY)
- $23,207,819
- Net assets (EOY)
- $23,207,819
- Employer contributions
- $1,201,974
- Participant contributions
- $2,831,744
- Total income / additions
- $7,655,859
- Benefits paid
- $1,675,957
- Administrative expenses
- $165,745
- Total expenses
- $1,841,702
- Net increase / (decrease)
- $5,814,157
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $152,090 | $0 |
| Independent Financial Group, Inc. | BROKER | $0 | $27,909 |
| Royal Alliance Associates, Inc. | BROKER | $0 | $18,928 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISORY | $9,662 | not reported in the loaded dataset |
| Sagepoint Financial, Inc. | BROKER | $0 | $8,767 |