Woolrich, Inc. Pension Plan — Form 5500 plan (Woolrich, Inc.)
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, Woolrich, Inc. Pension Plan is a benefit plan reported by Woolrich, Inc. under EIN 24-0765400 and plan number 002. The latest loaded filing year is 2023. The filing reports 661 participants and $21,339,978 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Woolrich, Inc.
- EIN
- 24-0765400
- Plan number
- 002
- Plan type
- 2
- Location
- Woolrich, PA
- Latest filing year
- 2023
- Participants
- 661
- End-of-year plan assets
- $21,339,978
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 661 | H, C | 20241015031741NAL0014070259001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,339,978
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,339,978
- Net assets (BOY)
- $21,155,731
Income & contributions
- Employer contributions
- $1,793,000
- Total contributions
- $1,793,000
- Total income / additions
- $3,572,661
Expenses & distributions
- Benefits paid
- $2,708,557
- Administrative expenses
- $679,857
- Total expenses
- $3,388,414
- Net increase / (decrease)
- $184,247
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Buck Global LLC | NONE | $97,618 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $42,953 | $0 | 2023 |
| Fidelity Inst Asset Mgmt Trust Co | NONE | $36,858 | not reported in the loaded dataset | 2023 |
| Maher Duessell | NONE | $8,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Woolrich, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Woolrich, PA
- Buck Global LLC — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Fidelity Inst Asset Mgmt Trust Co — Schedule C compensation
- Maher Duessell — Schedule C compensation