2023 Form 5500 filing — Woolf Distributing Co., Inc. Profit Sharing And Savings 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 20240906081606NAL0000457843001) for Woolf Distributing Co., Inc. Profit Sharing And Savings Plan, reported by Woolf Distributing Company, Inc. under EIN 36-3244400 and plan number 001. It reports 192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906081606NAL0000457843001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Woolf Distributing Company, Inc.
- EIN
- 36-3244400
- Plan number
- 001
- Location
- Woodstock, IL
- Participants
- 192
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,024,223
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,024,223
- Employer contributions
- $279,495
- Participant contributions
- $718,666
- Total income / additions
- $2,612,472
- Benefits paid
- $3,663,177
- Administrative expenses
- $64,213
- Total expenses
- $3,769,119
- Net increase / (decrease)
- -$1,156,647
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prospera Financial Services, Inc | INVESTMENT/FINANCIAL ADVI | $54,200 | $0 |
| Adp, Inc. | RECORD KEEPER | $24,613 | $0 |
| Porte Brown LLC | ACCOUNTANT | $12,500 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |