2023 Form 5500 filing — Woodmeister Master Builders 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 20240926140029NAL0000426275001) for Woodmeister Master Builders 401(K) Profit Sharing Plan, reported by Woodmeister Master Builders, Inc. under EIN 04-2794350 and plan number 001. It reports 138 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)$13.8MReported net assets$13,821,508
Participants138
Provider compensation$10.3K2 Schedule C row(s)$10,250
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240926140029NAL0000426275001
Plan sponsor
Woodmeister Master Builders, Inc.
EIN
04-2794350
Plan number
001
Location
Holden, MA
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)$13.8M total assets
Net assets$13.8MLiabilities$13.5K
Money in vs. money out
Total income / additions$3.1M
Total expenses$279.6K
Benefits paid / distributions$258.7K
Contributions
Employer$218.2K
Participant$933.1K
Full reported line items
Total assets (EOY)
$13,835,008
Total liabilities (EOY)
$13,500
Net assets (EOY)
$13,821,508
Employer contributions
$218,167
Participant contributions
$933,128
Total income / additions
$3,117,852
Benefits paid
$258,698
Administrative expenses
$14,250
Total expenses
$279,566
Net increase / (decrease)
$2,838,286

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Stolberg, Ebbeling & Blanchette LlpACCOUNTANT$9,500not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$750$0

Related Form 5500 pages