2023 Form 5500 filing — Wood-Mizer Holdings, 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 20240918145452NAL0006476928001) for Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan, reported by Wood-Mizer Holdings, Inc under EIN 35-1295069 and plan number 002. It reports 761 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$111.3MReported net assets$111,254,410
Participants761
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240918145452NAL0006476928001
Plan sponsor
Wood-Mizer Holdings, Inc
EIN
35-1295069
Plan number
002
Location
Indianapolis, IN
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)$114.9M total assets
Net assets$111.3MLiabilities$3.6M
Money in vs. money out
Total income / additions$10.3M
Total expenses$8.7M
Benefits paid / distributions$8.5M
Contributions
Employer$5.6M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$114,856,156
Total liabilities (EOY)
$3,601,746
Net assets (EOY)
$111,254,410
Employer contributions
$5,586,534
Total income / additions
$10,269,292
Benefits paid
$8,513,387
Administrative expenses
$0
Total expenses
$8,720,459
Net increase / (decrease)
$1,548,833

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240918145452NAL0006476928001 cover?
It is the 2023 Form 5500 filing for Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan, reported by Wood-Mizer Holdings, Inc (EIN 35-1295069).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages