2023 Form 5500 filing — Anderson Wood Products Company Money Purchase Pension 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 20241101072511NAL0002893569001) for Anderson Wood Products Company Money Purchase Pension Plan, reported by Anderson Wood Products Company under EIN 61-0647369 and plan number 003. It reports 134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241101072511NAL0002893569001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Anderson Wood Products Company
- EIN
- 61-0647369
- Plan number
- 003
- Location
- Louisville, KY
- Participants
- 134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,947,869
- Net assets (EOY)
- $1,947,869
- Employer contributions
- $94,971
- Total income / additions
- $335,383
- Benefits paid
- $304,092
- Administrative expenses
- $19,319
- Total expenses
- $323,411
- Net increase / (decrease)
- $11,972
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Baldwin Cpas Pllc | ACCOUNTANT/AUDITOR | $10,600 | $0 |
| Retirement Management Services, LLC | PLAN ADMINISTRATOR | $4,000 | $0 |
| Robert W Baird & Co | ADVISOR | $3,565 | $0 |
| Fidelity Investments Inst. Ops Co | RECORDKEEPER | $1,155 | $0 |