Willoway Nurseries, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Willoway Nurseries, 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, Willoway Nurseries, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Willoway Nurseries, Inc. under EIN 34-1038898 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $14,992,324 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Willoway Nurseries, Inc.
- EIN
- 34-1038898
- Plan number
- 001
- Plan type
- 2
- Location
- Avon, OH
- Latest filing year
- 2023
- Participants
- 196
- End-of-year plan assets
- $14,992,324
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 196 | H, C | 20260113123950NAL0016496115001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,992,324
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,992,324
- Net assets (BOY)
- $12,491,771
Income & contributions
- Employer contributions
- $216,468
- Participant contributions
- $715,146
- Total contributions
- $931,614
- Total income / additions
- $2,914,687
Expenses & distributions
- Benefits paid
- $358,037
- Administrative expenses
- $56,097
- Total expenses
- $414,134
- Net increase / (decrease)
- $2,500,553
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | CUSTODIAN/RECORDKEEPER | $47,123 | $9,017 | 2023 |
| Mgo Securities Corp | INVSTMENT ADVISOR | $0 | $53,751 | 2023 |
| Mgo One Seven, LLC | INVESTMENT ADVISOR | $20,492 | $3,641 | 2023 |
| Meaden And Moore | AUDIT | $1,200 | not reported in the loaded dataset | 2023 |
| Mgo One Seven | TPA | $738 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Willoway Nurseries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Avon, OH
- Nationwide — Schedule C compensation
- Mgo Securities Corp — Schedule C compensation
- Mgo One Seven, LLC — Schedule C compensation
- Meaden And Moore — Schedule C compensation
- Mgo One Seven — Schedule C compensation