W.W. Wood Products, Inc. 401k Plan — Form 5500 plan (W. W. Wood Products, 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, W.W. Wood Products, Inc. 401k Plan is a benefit plan reported by W. W. Wood Products, Inc. under EIN 43-1125202 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,479 participants and $23,207,819 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- W. W. Wood Products, Inc.
- EIN
- 43-1125202
- Plan number
- 001
- Plan type
- 2
- Location
- Dudley, MO
- Latest filing year
- 2023
- Participants
- 1,479
- End-of-year plan assets
- $23,207,819
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,479 | H, C | 20240805130556NAL0000721491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,207,819
- Net assets (EOY)
- $23,207,819
- Net assets (BOY)
- $17,393,662
Income & contributions
- Employer contributions
- $1,201,974
- Participant contributions
- $2,831,744
- Total contributions
- $4,195,481
- Total income / additions
- $7,655,859
Expenses & distributions
- Benefits paid
- $1,675,957
- Administrative expenses
- $165,745
- Total expenses
- $1,841,702
- Net increase / (decrease)
- $5,814,157
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $152,090 | $0 | 2023 |
| Independent Financial Group, Inc. | BROKER | $0 | $27,909 | 2023 |
| Royal Alliance Associates, Inc. | BROKER | $0 | $18,928 | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISORY | $9,662 | not reported in the loaded dataset | 2023 |
| Sagepoint Financial, Inc. | BROKER | $0 | $8,767 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for W. W. Wood Products, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Dudley, MO
- Transamerica Retirement Solutions — Schedule C compensation
- Independent Financial Group, Inc. — Schedule C compensation
- Royal Alliance Associates, Inc. — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Sagepoint Financial, Inc. — Schedule C compensation