Plan5500

New Holland Custom Woodwork, Ltd. Employee Benefit Plan — Form 5500 plan (New Holland Custom Woodwork, Ltd.)

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, New Holland Custom Woodwork, Ltd. Employee Benefit Plan is a benefit plan reported by New Holland Custom Woodwork, Ltd. under EIN 23-2595329 and plan number 501. The latest loaded filing year is 2023. The filing reports 40 participants and $72,786 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Holland Custom Woodwork, Ltd.
EIN
23-2595329
Plan number
501
Plan type
2
Location
New Holland, PA
Latest filing year
2023
Participants
40
End-of-year plan assets
$72,786

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202340I, C20240620133653NAL0002803330001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$72,786
Total liabilities (EOY)
$117,046
Net assets (EOY)
-$44,260
Net assets (BOY)
-$162,159

Income & contributions

Employer contributions
$700,451
Participant contributions
$97,533
Total income / additions
$800,505

Expenses & distributions

Benefits paid
$351,164
Administrative expenses
$3,126
Total expenses
$682,606
Net increase / (decrease)
$117,899

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Engle, Hambright & Davies IncBROKER$17,193not reported in the loaded dataset2023
The Benecon GroupBROKER$12,509not reported in the loaded dataset2023
Capital BluecrossADMIN$3,126not reported in the loaded dataset2023
Connectcare 3PATIENT ADVOCATE$2,735not reported in the loaded dataset2023

Related Form 5500 pages