2023 Form 5500 filing — Woodhaven Lumber & Millwork, Inc. 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 20241010171853NAL0011772179001) for Woodhaven Lumber & Millwork, Inc. 401(K) Profit Sharing Plan, reported by Woodhaven Lumber & Millwork, Inc. under EIN 22-2134614 and plan number 003. It reports 345 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010171853NAL0011772179001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Woodhaven Lumber & Millwork, Inc.
- EIN
- 22-2134614
- Plan number
- 003
- Location
- Lakewood, NJ
- Participants
- 345
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,861,096
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,861,096
- Employer contributions
- $581,290
- Participant contributions
- $1,254,638
- Total income / additions
- $3,806,565
- Benefits paid
- $1,664,795
- Administrative expenses
- $71,722
- Total expenses
- $1,736,517
- Net increase / (decrease)
- $2,070,048
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Resource Group Inc. | SERVICE PROVIDER | $36,457 | not reported in the loaded dataset |
| Morningstar Investment Management | INVESTMENT ADVISORY | $8,816 | not reported in the loaded dataset |
| Morningstar | INVESTMENT ADVISORY | $0 | $6,581 |
| Voya Retirement Insurance | INVESTMENT ADVISORY | $0 | $6,581 |
| Associated Pension Consultants | SERVICE PROVIDER | $5,000 | not reported in the loaded dataset |