Woodtrust Bank 401(K) Profit Sharing Plan — Form 5500 plan (Woodtrust Bank)
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, Woodtrust Bank 401(K) Profit Sharing Plan is a benefit plan reported by Woodtrust Bank under EIN 39-0720440 and plan number 002. The latest loaded filing year is 2023. The filing reports 133 participants and $38,987,572 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Woodtrust Bank
- EIN
- 39-0720440
- Plan number
- 002
- Plan type
- 2
- Location
- Wisconsin Rapids, WI
- Latest filing year
- 2023
- Participants
- 133
- End-of-year plan assets
- $38,987,572
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20240729151125NAL0012642275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,987,572
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,987,572
- Net assets (BOY)
- $32,448,488
Income & contributions
- Employer contributions
- $440,530
- Participant contributions
- $758,338
- Total contributions
- $1,551,262
- Total income / additions
- $7,364,076
Expenses & distributions
- Benefits paid
- $811,616
- Administrative expenses
- $13,376
- Total expenses
- $824,992
- Net increase / (decrease)
- $6,539,084
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cliftonlarsonallen Llp | NONE | $8,925 | not reported in the loaded dataset | 2023 |