2023 Form 5500 filing — Millwork Distributors Inc. Employee Stock Ownership 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 20240515140529NAL0021773971001) for Millwork Distributors Inc. Employee Stock Ownership Plan, reported by Millwork Distributors, Inc. under EIN 39-1598872 and plan number 002. It reports 65 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.3MReported net assets$5,286,307
Participants65
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240515140529NAL0021773971001
Plan sponsor
Millwork Distributors, Inc.
EIN
39-1598872
Plan number
002
Location
Oshkosh, WI
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)$7.5M total assets
Net assets$5.3MLiabilities$2.2M
Money in vs. money out
Total income / additions$1.2M
Total expenses$29.8K
Benefits paid / distributions$6.8K
Contributions
Employer$101.6K
Participant$0
Full reported line items
Total assets (EOY)
$7,520,000
Total liabilities (EOY)
$2,233,693
Net assets (EOY)
$5,286,307
Employer contributions
$101,583
Participant contributions
$0
Total income / additions
$1,221,581
Benefits paid
$6,772
Administrative expenses
$0
Total expenses
$29,826
Net increase / (decrease)
$1,191,755

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240515140529NAL0021773971001 cover?
It is the 2023 Form 5500 filing for Millwork Distributors Inc. Employee Stock Ownership Plan, reported by Millwork Distributors, Inc. (EIN 39-1598872).
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