2023 Form 5500 filing — Willoway Nurseries, Inc. 401(K) Profit Sharing Plan And Trust
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 20260113123950NAL0016496115001) for Willoway Nurseries, Inc. 401(K) Profit Sharing Plan And Trust, reported by Willoway Nurseries, Inc. under EIN 34-1038898 and plan number 001. It reports 196 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260113123950NAL0016496115001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Willoway Nurseries, Inc.
- EIN
- 34-1038898
- Plan number
- 001
- Location
- Avon, OH
- Participants
- 196
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,992,324
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,992,324
- Employer contributions
- $216,468
- Participant contributions
- $715,146
- Total income / additions
- $2,914,687
- Benefits paid
- $358,037
- Administrative expenses
- $56,097
- Total expenses
- $414,134
- Net increase / (decrease)
- $2,500,553
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | CUSTODIAN/RECORDKEEPER | $47,123 | $9,017 |
| Mgo Securities Corp | INVSTMENT ADVISOR | $0 | $53,751 |
| Mgo One Seven, LLC | INVESTMENT ADVISOR | $20,492 | $3,641 |
| Meaden And Moore | AUDIT | $1,200 | not reported in the loaded dataset |
| Mgo One Seven | TPA | $738 | not reported in the loaded dataset |