Woolard Enterprises, Inc. Retirement Plan — Form 5500 plan (Woolard Enterprises, 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, Woolard Enterprises, Inc. Retirement Plan is a benefit plan reported by Woolard Enterprises, Inc. under EIN 46-5013018 and plan number 001. The latest loaded filing year is 2023. The filing reports 14 participants and $2,648,921 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.6MPlan net assets, end of year$2,648,921
Participants14Covered participants reported
Assets / participant$189.2KComputed: assets ÷ participants$189,209 (computed)
Provider compensationNone reported
- Plan sponsor
- Woolard Enterprises, Inc.
- EIN
- 46-5013018
- Plan number
- 001
- Plan type
- 2
- Location
- Elk Grove, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14 | I | 20240507155704NAL0014377891001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$2.6M total assets
Net assets$2.6MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $2,648,921
- Net assets (EOY)
- $2,648,921
- Net assets (BOY)
- $2,733,206
Income & contributions
- Employer contributions
- $1,214
- Total income / additions
- -$84,285
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$84,285
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.