Woodbine Mfg Co. Retirement Plan — Form 5500 plan (Woodbine Mfg Dba Tommy Gate 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, Woodbine Mfg Co. Retirement Plan is a benefit plan reported by Woodbine Mfg Dba Tommy Gate Co under EIN 42-0930347 and plan number 001. The latest loaded filing year is 2023. The filing reports 198 participants and $15,092,840 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Woodbine Mfg Dba Tommy Gate Co
- EIN
- 42-0930347
- Plan number
- 001
- Plan type
- 2
- Location
- Scottsdale, AZ
- Latest filing year
- 2023
- Participants
- 198
- End-of-year plan assets
- $15,092,840
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 198 | H, C | 20240724051843NAL0007210115001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,092,840
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,092,840
- Net assets (BOY)
- $13,418,553
Income & contributions
- Employer contributions
- $440,227
- Participant contributions
- $950,506
- Total contributions
- $1,390,733
- Total income / additions
- $3,516,546
Expenses & distributions
- Benefits paid
- $1,779,129
- Administrative expenses
- $58,753
- Total expenses
- $1,842,259
- Net increase / (decrease)
- $1,674,287
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Enterprise Investment Serv | INVESTMENT/FINANCIAL ADVI | $32,301 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $26,451 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |