2023 Form 5500 filing — American Hardwood 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 20241021073324NAL0001341745001) for American Hardwood Industries 401(K) Plan, reported by American Hardwood Industries, LLC under EIN 20-5856281 and plan number 001. It reports 304 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241021073324NAL0001341745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Hardwood Industries, LLC
- EIN
- 20-5856281
- Plan number
- 001
- Location
- Waynesboro, VA
- Participants
- 304
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,099,450
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,099,450
- Employer contributions
- $65,221
- Participant contributions
- $347,110
- Total income / additions
- $1,002,888
- Benefits paid
- $735,435
- Administrative expenses
- $16,474
- Total expenses
- $764,880
- Net increase / (decrease)
- $238,008
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Financial Network | ADVISOR | $11,642 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $4,831 | $0 |