2023 Form 5500 filing — Huntwood Industries 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 20240909110710NAL0007645600001) for Huntwood Industries 401(K) Plan, reported by T.R.A. Industries, Inc. Dba Huntwood Industries under EIN 91-1407983 and plan number 001. It reports 587 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909110710NAL0007645600001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- T.R.A. Industries, Inc. Dba Huntwood Industries
- EIN
- 91-1407983
- Plan number
- 001
- Location
- Liberty Lake, WA
- Participants
- 587
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,928,146
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,928,146
- Employer contributions
- $246,806
- Participant contributions
- $750,953
- Total income / additions
- $1,479,319
- Benefits paid
- $513,170
- Administrative expenses
- $42,289
- Total expenses
- $557,773
- Net increase / (decrease)
- $921,546
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Professional Benefit Services | TPA FEES | $15,237 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $14,509 | $0 |
| Wells Fargo Advisors | SERVICE PROVIDER | $12,543 | not reported in the loaded dataset |