2023 Form 5500 filing — Woodruff & Sons Inc. 401k/Profit Sharing Retirement 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 20250429121350NAL0000956034001) for Woodruff & Sons Inc. 401k/Profit Sharing Retirement Plan, reported by Woodruff & Sons Inc. under EIN 35-1058916 and plan number 001. It reports 275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250429121350NAL0000956034001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Woodruff & Sons Inc.
- EIN
- 35-1058916
- Plan number
- 001
- Location
- Bradenton, FL
- Participants
- 275
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,032,036
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,032,036
- Employer contributions
- $350,000
- Participant contributions
- $241,034
- Total income / additions
- $2,255,627
- Benefits paid
- $316,536
- Administrative expenses
- $0
- Total expenses
- $316,536
- Net increase / (decrease)
- $1,939,091
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $0 | $18,893 |