2023 Form 5500 filing — Woodtrust Bank 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 20240729151125NAL0012642275001) for Woodtrust Bank 401(K) Profit Sharing Plan, reported by Woodtrust Bank under EIN 39-0720440 and plan number 002. It reports 133 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)$39MReported net assets$38,987,572
Participants133
Provider compensation$8.9K1 Schedule C row(s)$8,925
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240729151125NAL0012642275001
- Plan sponsor
- Woodtrust Bank
- EIN
- 39-0720440
- Plan number
- 002
- Location
- Wisconsin Rapids, WI
- Received date
- not reported in the loaded dataset
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)$39M total assets
Net assets$39MLiabilities$0
Full reported line items
- Total assets (EOY)
- $38,987,572
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,987,572
- Employer contributions
- $440,530
- Participant contributions
- $758,338
- Total income / additions
- $7,364,076
- Benefits paid
- $811,616
- Administrative expenses
- $13,376
- Total expenses
- $824,992
- Net increase / (decrease)
- $6,539,084
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cliftonlarsonallen Llp | NONE | $8,925 | not reported in the loaded dataset |