Menzner Hardwoods Co. 401(K) Profit Sharing Plan — Form 5500 plan (Menzner Hardwoods Co.)
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, Menzner Hardwoods Co. 401(K) Profit Sharing Plan is a benefit plan reported by Menzner Hardwoods Co. under EIN 39-0465330 and plan number 002. The latest loaded filing year is 2023. The filing reports 510 participants and $17,089,800 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Menzner Hardwoods Co.
- EIN
- 39-0465330
- Plan number
- 002
- Plan type
- 2
- Location
- Marathon, WI
- Latest filing year
- 2023
- Participants
- 510
- End-of-year plan assets
- $17,089,800
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 510 | H, C | 20250804122116NAL0002729906001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,089,800
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,089,800
- Net assets (BOY)
- $13,879,246
Income & contributions
- Employer contributions
- $229,440
- Participant contributions
- $1,036,466
- Total contributions
- $1,330,654
- Total income / additions
- $4,473,438
Expenses & distributions
- Benefits paid
- $1,179,735
- Administrative expenses
- $83,149
- Total expenses
- $1,262,884
- Net increase / (decrease)
- $3,210,554
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $39,859 | not reported in the loaded dataset | 2023 |
| Lpl Financial LLC | ADVISOR | $39,090 | not reported in the loaded dataset | 2023 |