Onsite Stash The Cash 401(K) Plan — Form 5500 plan (Onsite Woodwork Corporation)

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, Onsite Stash The Cash 401(K) Plan is a benefit plan reported by Onsite Woodwork Corporation under EIN 36-2897254 and plan number 001. The latest loaded filing year is 2023. The filing reports 123 participants and $7,582,605 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Onsite Woodwork Corporation
EIN
36-2897254
Plan number
001
Plan type
2
Location
Loves Park, IL
Latest filing year
2023
Participants
123
End-of-year plan assets
$7,582,605

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023123H, C20240820153536NAL0004478224001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,582,605
Total liabilities (EOY)
$0
Net assets (EOY)
$7,582,605
Net assets (BOY)
$8,736,227

Income & contributions

Employer contributions
$359,235
Participant contributions
$538,625
Total contributions
$897,860
Total income / additions
$1,992,285

Expenses & distributions

Benefits paid
$3,086,905
Administrative expenses
$46,194
Total expenses
$3,145,907
Net increase / (decrease)
-$1,153,622

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wintrust Investments LLCINVESTMENT ADVISOR$22,968not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$17,360$02023
Empower Advisory Group, LLCINVESTMENT MGMT$5,866not reported in the loaded dataset2023

Related Form 5500 pages