Wood Mechanix Holding Co., LLC 401(K) Plan — Form 5500 plan (Wood Mechanix Holding Company)
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, Wood Mechanix Holding Co., LLC 401(K) Plan is a benefit plan reported by Wood Mechanix Holding Company under EIN 93-1046448 and plan number 001. The latest loaded filing year is 2023. The filing reports 271 participants and $9,299,558 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wood Mechanix Holding Company
- EIN
- 93-1046448
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 271
- End-of-year plan assets
- $9,299,558
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 271 | H, C | 20240920171008NAL0013684400001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,299,558
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,299,558
- Net assets (BOY)
- $8,013,404
Income & contributions
- Employer contributions
- $1,538,138
- Participant contributions
- $136,967
- Total contributions
- $1,675,105
- Total income / additions
- $2,757,231
Expenses & distributions
- Benefits paid
- $1,408,379
- Administrative expenses
- $47,590
- Total expenses
- $1,471,077
- Net increase / (decrease)
- $1,286,154
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| M Group | SERVICE PROVIDER | $0 | $31,106 | 2023 |
| Morningstar | SERVICE PROVIDER | $2,842 | $920 | 2023 |
| Farmer & Betts | TPA | $0 | $3,669 | 2023 |
| Voya Retirement Ins. And Annuity Co | SERVICE PROVIDER | $2,842 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wood Mechanix Holding Company
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- M Group — Schedule C compensation
- Morningstar — Schedule C compensation
- Farmer & Betts — Schedule C compensation
- Voya Retirement Ins. And Annuity Co — Schedule C compensation