2023 Form 5500 filing — Womack Machine Supply, Co. 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 20241015074942NAL0046949648001) for Womack Machine Supply, Co. Retirement Plan, reported by Womack Machine Supply, Co. under EIN 75-0991635 and plan number 001. It reports 266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015074942NAL0046949648001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Womack Machine Supply, Co.
- EIN
- 75-0991635
- Plan number
- 001
- Location
- Farmers Branch, TX
- Participants
- 266
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,581,505
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,581,505
- Employer contributions
- $650,539
- Participant contributions
- $1,864,776
- Total income / additions
- $7,345,575
- Benefits paid
- $2,622,805
- Administrative expenses
- $86,655
- Total expenses
- $2,752,622
- Net increase / (decrease)
- $4,592,953
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $86,602 | $0 |