Baxter & Woodman 401k Retirement Savings Plan — Form 5500 plan (Baxter & Woodman, 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, Baxter & Woodman 401k Retirement Savings Plan is a benefit plan reported by Baxter & Woodman, Inc. under EIN 36-2845242 and plan number 001. The latest loaded filing year is 2023. The filing reports 488 participants and $77,158,435 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Baxter & Woodman, Inc.
EIN
36-2845242
Plan number
001
Plan type
2
Location
Crystal Lake, IL
Latest filing year
2023
Participants
488
End-of-year plan assets
$77,158,435

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023488H, C20241220102949NAL0003376035001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$77,158,435
Total liabilities (EOY)
$0
Net assets (EOY)
$77,158,435
Net assets (BOY)
$60,841,092

Income & contributions

Employer contributions
$3,569,930
Participant contributions
$3,375,578
Total contributions
$7,798,885
Total income / additions
$18,676,878

Expenses & distributions

Benefits paid
$2,298,248
Administrative expenses
$60,661
Total expenses
$2,359,535
Net increase / (decrease)
$16,317,343

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prospera Financial ServicesNONE$45,000not reported in the loaded dataset2023
Ascensus LLCNONE$15,661$4342023

Related Form 5500 pages