S.T. Wooten Corporation 401(K) Retirement Plan — Form 5500 plan (S.T. Wooten Corporation)

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, S.T. Wooten Corporation 401(K) Retirement Plan is a benefit plan reported by S.T. Wooten Corporation under EIN 56-0669182 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,233 participants and $64,145,138 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
S.T. Wooten Corporation
EIN
56-0669182
Plan number
001
Plan type
2
Location
Wilson, NC
Latest filing year
2023
Participants
1,233
End-of-year plan assets
$64,145,138

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,233H, C20241014145548NAL0026482801001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$64,145,138
Total liabilities (EOY)
$0
Net assets (EOY)
$64,145,138
Net assets (BOY)
$52,616,448

Income & contributions

Employer contributions
$2,098,484
Participant contributions
$5,077,783
Total contributions
$7,227,566
Total income / additions
$16,509,615

Expenses & distributions

Benefits paid
$4,791,011
Administrative expenses
$173,806
Total expenses
$4,980,925
Net increase / (decrease)
$11,528,690

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$98,806$02023
CaptrustINVESTMENT ADVISOR$75,000not reported in the loaded dataset2023

Related Form 5500 pages