Bright Wood 401(K) Savings And Profit Sharing Plan — Form 5500 plan (Bright Wood 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, Bright Wood 401(K) Savings And Profit Sharing Plan is a benefit plan reported by Bright Wood Corporation under EIN 93-0720678 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,222 participants and $42,663,040 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bright Wood Corporation
- EIN
- 93-0720678
- Plan number
- 001
- Plan type
- 2
- Location
- Madras, OR
- Latest filing year
- 2023
- Participants
- 1,222
- End-of-year plan assets
- $42,663,040
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,222 | H, C | 20241014153752NAL0013550819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,663,040
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,663,040
- Net assets (BOY)
- $36,566,354
Income & contributions
- Employer contributions
- $1,035,395
- Participant contributions
- $2,745,219
- Total contributions
- $3,837,240
- Total income / additions
- $8,793,891
Expenses & distributions
- Benefits paid
- $2,497,041
- Administrative expenses
- $168,915
- Total expenses
- $2,697,205
- Net increase / (decrease)
- $6,096,686
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $94,846 | $0 | 2023 |
| Robert W Baird & Co Incorporated | INVESTMENT ADVISOR | $56,250 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $17,819 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bright Wood Corporation
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Madras, OR
- Empower Annuity Insurance Company — Schedule C compensation
- Robert W Baird & Co Incorporated — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation