Woodbolt Distribution 401(K) Plan — Form 5500 plan (Woodbolt Distribution, 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, Woodbolt Distribution 401(K) Plan is a benefit plan reported by Woodbolt Distribution, LLC under EIN 30-1413443 and plan number 002. The latest loaded filing year is 2023. The filing reports 471 participants and $18,163,187 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Woodbolt Distribution, LLC
- EIN
- 30-1413443
- Plan number
- 002
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 471
- End-of-year plan assets
- $18,163,187
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 471 | H, C | 20240930090836NAL0005501105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,163,187
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,163,187
- Net assets (BOY)
- $12,158,128
Income & contributions
- Employer contributions
- $1,377,276
- Participant contributions
- $2,180,280
- Total contributions
- $4,693,745
- Total income / additions
- $7,380,322
Expenses & distributions
- Benefits paid
- $1,296,610
- Administrative expenses
- $77,637
- Total expenses
- $1,375,263
- Net increase / (decrease)
- $6,005,059
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $38,976 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $28,991 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,670 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Woodbolt Distribution, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Empower Annuity Insurance Company O — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation