2023 Form 5500 filing — Bobs Wood Specialties Inc 401(K) Profit Sharing Plan & Trust

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 20240612095104NAL0028969489001) for Bobs Wood Specialties Inc 401(K) Profit Sharing Plan & Trust, reported by Bobs Wood Specialties Inc under EIN 41-1564328 and plan number 001. It reports 130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.3MReported net assets$1,289,737
Participants130
Provider compensation$13.5K2 Schedule C row(s)$13,479
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240612095104NAL0028969489001
Plan sponsor
Bobs Wood Specialties Inc
EIN
41-1564328
Plan number
001
Location
Burnsville, MN
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$1.3M total assets
Net assets$1.3MLiabilities$0
Money in vs. money out
Total income / additions$243.6K
Total expenses$307K
Benefits paid / distributions$291.6K
Contributions
EmployerNot reported
Participant$90.6K
Full reported line items
Total assets (EOY)
$1,289,737
Total liabilities (EOY)
$0
Net assets (EOY)
$1,289,737
Participant contributions
$90,555
Total income / additions
$243,634
Benefits paid
$291,559
Administrative expenses
$14,399
Total expenses
$306,992
Net increase / (decrease)
-$63,358
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $7.7K
  2. 2
    INVESTMENT ADVISORY · Direct $5.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240612095104NAL0028969489001 cover?
It is the 2023 Form 5500 filing for Bobs Wood Specialties Inc 401(K) Profit Sharing Plan & Trust, reported by Bobs Wood Specialties Inc (EIN 41-1564328).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages