2023 Form 5500 filing — Woolverton Printing Company 401(K) Retirement 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 20241014154608NAL0054274706001) for Woolverton Printing Company 401(K) Retirement Plan, reported by Woolverton Printing Company under EIN 42-0956626 and plan number 002. It reports 40 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.4MReported net assets$5,432,888
Participants40
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014154608NAL0054274706001
Plan sponsor
Woolverton Printing Company
EIN
42-0956626
Plan number
002
Location
Cedar Falls, IA
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.4M total assets
Net assets$5.4MLiabilities$0
Money in vs. money out
Total income / additions$894.8K
Total expenses$192.5K
Benefits paid / distributions$191.6K
Contributions
Employer$7K
Participant$132.8K
Full reported line items
Total assets (EOY)
$5,432,888
Total liabilities (EOY)
$0
Net assets (EOY)
$5,432,888
Employer contributions
$7,048
Participant contributions
$132,774
Total income / additions
$894,755
Benefits paid
$191,563
Administrative expenses
$898
Total expenses
$192,461
Net increase / (decrease)
$702,294

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014154608NAL0054274706001 cover?
It is the 2023 Form 5500 filing for Woolverton Printing Company 401(K) Retirement Plan, reported by Woolverton Printing Company (EIN 42-0956626).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages