Appalachian Hardwood 401(K) Plan — Form 5500 plan (Appalachian Hardwood Manufacturers, 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, Appalachian Hardwood 401(K) Plan is a benefit plan reported by Appalachian Hardwood Manufacturers, Inc. under EIN 31-0202520 and plan number 333. The latest loaded filing year is 2023. The filing reports 1,718 participants and $31,324,136 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Appalachian Hardwood Manufacturers, Inc.
- EIN
- 31-0202520
- Plan number
- 333
- Plan type
- 3
- Location
- High Point, NC
- Latest filing year
- 2023
- Participants
- 1,718
- End-of-year plan assets
- $31,324,136
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,718 | H, C | 20250103111801NAL0002123475001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,324,136
- Total liabilities (EOY)
- $8,181
- Net assets (EOY)
- $31,315,955
- Net assets (BOY)
- $29,517,272
Income & contributions
- Employer contributions
- $522,202
- Participant contributions
- $2,273,669
- Total contributions
- $3,307,175
- Total income / additions
- $8,167,437
Expenses & distributions
- Benefits paid
- $5,897,973
- Administrative expenses
- $186,536
- Total expenses
- $6,114,897
- Net increase / (decrease)
- $2,052,540
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $163,761 | $0 | 2023 |
| Ubs Financial Services Inc | OTHER | $64,378 | not reported in the loaded dataset | 2023 |
| Pinnacle Financial Services, Inc. | OTHER | $56,283 | not reported in the loaded dataset | 2023 |
| Nppg Fiduciary Services LLC | OTHER | $13,995 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $70 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Appalachian Hardwood Manufacturers, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in High Point, NC
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Pinnacle Financial Services, Inc. — Schedule C compensation
- Nppg Fiduciary Services LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation