2023 Form 5500 filing — Woodbine Mfg Co. Retirement 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 20240724051843NAL0007210115001) for Woodbine Mfg Co. Retirement Plan, reported by Woodbine Mfg Dba Tommy Gate Co under EIN 42-0930347 and plan number 001. It reports 198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724051843NAL0007210115001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Woodbine Mfg Dba Tommy Gate Co
- EIN
- 42-0930347
- Plan number
- 001
- Location
- Scottsdale, AZ
- Participants
- 198
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,092,840
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,092,840
- Employer contributions
- $440,227
- Participant contributions
- $950,506
- Total income / additions
- $3,516,546
- Benefits paid
- $1,779,129
- Administrative expenses
- $58,753
- Total expenses
- $1,842,259
- Net increase / (decrease)
- $1,674,287
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Enterprise Investment Serv | INVESTMENT/FINANCIAL ADVI | $32,301 | $0 |
| Adp, Inc. | RECORD KEEPER | $26,451 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |