Wood, Ribble & Twyman Inc. Dba — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Ribble & Twyman Inc. Dba (EIN 02-0621996) is a plan sponsor located in St Louis, MO with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
02-0621996
Location
St Louis, MO
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Wood, Ribble & Twyman Inc. Dba

  • 1 loaded plans hold $8.3M in reported assets.
  • The largest, Wood, Ribble & Twyman Inc. Dba Adaptive Solutions Grp 401k Plan, holds 100% of this company's reported plan assets.
  • Plans cover 166 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.3MSummed across loaded plans$8,264,702
Total reported assets$8.3M$8,264,702
Total reported participants166
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.3M total assets
Net assets$8.3MLiabilities$0
Contributions & income
Employer contributions$269.9K
Participant contributions$550.1K
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$392K
Total expenses$445.4K
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Wood, Ribble & Twyman Inc. Dba Adaptive Solutions Grp 401k Plan
Participants per plan166Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 166 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Wood, Ribble & Twyman Inc. Dba. Open one for its full reported snapshot.

  1. 2023
    Wood, Ribble & Twyman Inc. Dba Adaptive Solutions Grp 401k Plan166 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Wood, Ribble & Twyman Inc. Dba report on Form 5500?
Wood, Ribble & Twyman Inc. Dba (EIN 02-0621996) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Wood, Ribble & Twyman Inc. Dba?
The Employer Identification Number (EIN) reported for Wood, Ribble & Twyman Inc. Dba is 02-0621996.
What is the latest Form 5500 filing year for Wood, Ribble & Twyman Inc. Dba?
The latest loaded Form 5500 filing year for Wood, Ribble & Twyman Inc. Dba is 2023.

Related Form 5500 pages