Wood Resources Employee Savings Plan — Form 5500 plan (New Wood Resources, 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, Wood Resources Employee Savings Plan is a benefit plan reported by New Wood Resources, LLC under EIN 35-2485150 and plan number 001. The latest loaded filing year is 2023. The filing reports 326 participants and $5,527,121 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Wood Resources, LLC
EIN
35-2485150
Plan number
001
Plan type
2
Location
Louisville, MS
Latest filing year
2023
Participants
326
End-of-year plan assets
$5,527,121

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023326H, C20241031141417NAL0003003920001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,527,121
Total liabilities (EOY)
$0
Net assets (EOY)
$5,527,121
Net assets (BOY)
$5,423,386

Income & contributions

Employer contributions
$329,617
Participant contributions
$554,753
Total contributions
$896,198
Total income / additions
$1,718,974

Expenses & distributions

Benefits paid
$1,594,289
Administrative expenses
$15,800
Total expenses
$1,615,239
Net increase / (decrease)
$103,735

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$15,396$02023
Empower Advisory Group, LLCINVESTMENT MGMT$4not reported in the loaded dataset2023

Related Form 5500 pages