Woodman'S Employees' Profit Sharing And Stock Ownership Plan — Form 5500 plan (Woodman'S Food Market, 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, Woodman'S Employees' Profit Sharing And Stock Ownership Plan is a benefit plan reported by Woodman'S Food Market, Inc. under EIN 39-0887447 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,669 participants and $700,244,908 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Woodman'S Food Market, Inc.
- EIN
- 39-0887447
- Plan number
- 003
- Plan type
- 2
- Location
- Janesville, WI
- Latest filing year
- 2023
- Participants
- 3,669
- End-of-year plan assets
- $700,244,908
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,669 | H, C | 20250715161602NAL0002434273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $700,244,908
- Total liabilities (EOY)
- $71,190,279
- Net assets (EOY)
- $629,054,629
- Net assets (BOY)
- $569,072,163
Income & contributions
- Employer contributions
- $16,822,450
- Total contributions
- $16,822,450
- Total income / additions
- $139,305,386
Expenses & distributions
- Benefits paid
- $76,995,917
- Administrative expenses
- $153,413
- Total expenses
- $79,322,920
- Net increase / (decrease)
- $59,982,466
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport | NONE | $99,322 | not reported in the loaded dataset | 2023 |
| Vrakas Cpas & Advisors | NONE | $18,985 | not reported in the loaded dataset | 2023 |
| Enterprise Services, Inc. | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Forvis | NONE | $7,229 | not reported in the loaded dataset | 2023 |
| Esop Partners, LLC | NONE | $5,777 | not reported in the loaded dataset | 2023 |
| Rsm Mcgladrey Business Solutions | NONE | $4,095 | not reported in the loaded dataset | 2023 |
| Reinhart | NONE | $2,804 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Woodman'S Food Market, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Janesville, WI
- Newport — Schedule C compensation
- Vrakas Cpas & Advisors — Schedule C compensation
- Enterprise Services, Inc. — Schedule C compensation
- Forvis — Schedule C compensation
- Esop Partners, LLC — Schedule C compensation
- Rsm Mcgladrey Business Solutions — Schedule C compensation
- Reinhart — Schedule C compensation