2023 Form 5500 filing — Appalachian Wood Products, Inc. 401k 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 20241009111658NAL0037573042001) for Appalachian Wood Products, Inc. 401k Profit Sharing Plan, reported by Appalachian Wood Products, Inc. under EIN 25-1537092 and plan number 001. It reports 182 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009111658NAL0037573042001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Appalachian Wood Products, Inc.
- EIN
- 25-1537092
- Plan number
- 001
- Location
- Clearfield, PA
- Participants
- 182
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,541,067
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,541,067
- Participant contributions
- $79,378
- Total income / additions
- $572,418
- Benefits paid
- $332,819
- Administrative expenses
- $36,549
- Total expenses
- $369,840
- Net increase / (decrease)
- $202,578
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pcs Retirement LLC | CONTRACT ADMINISTRATOR | $18,019 | not reported in the loaded dataset |
| Creative Financial Group | INVESTMENT MANAGER | $10,108 | not reported in the loaded dataset |
| Newsquare Capital, LLC | INVESTMENT ADVISOR | $8,422 | not reported in the loaded dataset |