American Hardwood Industries 401(K) Plan — Form 5500 plan (American Hardwood Industries, LLC)

Plain-English plan 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, American Hardwood Industries 401(K) Plan is a benefit plan reported by American Hardwood Industries, LLC under EIN 20-5856281 and plan number 001. The latest loaded filing year is 2023. The filing reports 304 participants and $4,099,450 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
American Hardwood Industries, LLC
EIN
20-5856281
Plan number
001
Plan type
2
Location
Waynesboro, VA
Latest filing year
2023
Participants
304
End-of-year plan assets
$4,099,450

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023304H, C20241021073324NAL0001341745001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,099,450
Total liabilities (EOY)
$0
Net assets (EOY)
$4,099,450
Net assets (BOY)
$3,861,442

Income & contributions

Employer contributions
$65,221
Participant contributions
$347,110
Total contributions
$412,331
Total income / additions
$1,002,888

Expenses & distributions

Benefits paid
$735,435
Administrative expenses
$16,474
Total expenses
$764,880
Net increase / (decrease)
$238,008

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Financial NetworkADVISOR$11,642not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$4,831$02023

Related Form 5500 pages