2023 Form 5500 filing — Woodrow Michel Associates Corporation 401(K) Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240422114619NAL0000057168001) for Woodrow Michel Associates Corporation 401(K) Profit Sharing Plan, reported by Woodrow Michel Associates Corporation under EIN 84-3846651 and plan number 001. It reports 104 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.6MReported net assets$1,580,479
Participants104
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240422114619NAL0000057168001
Plan sponsor
Woodrow Michel Associates Corporation
EIN
84-3846651
Plan number
001
Location
Newtonville, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.6M total assets
Net assets$1.6MLiabilities
Money in vs. money out
Total income / additions-$1M
Total expenses$57.8K
Benefits paid / distributions$47.3K
Contributions
EmployerNot reported
Participant$68K
Full reported line items
Total assets (EOY)
$1,580,479
Net assets (EOY)
$1,580,479
Participant contributions
$67,978
Total income / additions
-$1,018,125
Benefits paid
$47,281
Total expenses
$57,766
Net increase / (decrease)
-$1,075,891

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240422114619NAL0000057168001 cover?
It is the 2023 Form 5500 filing for Woodrow Michel Associates Corporation 401(K) Profit Sharing Plan, reported by Woodrow Michel Associates Corporation (EIN 84-3846651).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages