2023 Form 5500 filing — Tom Wood Group 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 20241007143606NAL0015338849001) for Tom Wood Group 401(K) Profit Sharing Plan, reported by Tom Wood, Inc. under EIN 35-1363838 and plan number 002. It reports 1,265 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007143606NAL0015338849001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tom Wood, Inc.
- EIN
- 35-1363838
- Plan number
- 002
- Location
- Carmel, IN
- Participants
- 1,265
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,351,004
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,351,004
- Employer contributions
- $1,091,933
- Participant contributions
- $5,891,746
- Total income / additions
- $16,254,905
- Benefits paid
- $2,786,984
- Administrative expenses
- $150,319
- Total expenses
- $2,937,303
- Net increase / (decrease)
- $13,317,602
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $82,919 | $0 |
| Nfp | INVESTMENT ADVISOR | $58,000 | not reported in the loaded dataset |
| Mcm Cpa & Advisors, Llp | ACCOUNTANT/AUDITOR | $5,900 | not reported in the loaded dataset |