2023 Form 5500 filing — Howe/Wood & Company 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 20241106145653NAL0005354163001) for Howe/Wood & Company Profit Sharing Plan, reported by Howe/Wood & Company under EIN 75-2257463 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.8MReported net assets$3,762,002
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241106145653NAL0005354163001
Plan sponsor
Howe/Wood & Company
EIN
75-2257463
Plan number
001
Location
North Richland Hills, TX
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)$3.8M total assets
Net assets$3.8MLiabilities$0
Money in vs. money out
Total income / additions$208.9K
Total expenses$3.6M
Benefits paid / distributions$3.6M
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$3,762,002
Total liabilities (EOY)
$0
Net assets (EOY)
$3,762,002
Employer contributions
$0
Participant contributions
$0
Total income / additions
$208,943
Benefits paid
$3,600,000
Administrative expenses
$13,354
Total expenses
$3,613,354
Net increase / (decrease)
-$3,404,411

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241106145653NAL0005354163001 cover?
It is the 2023 Form 5500 filing for Howe/Wood & Company Profit Sharing Plan, reported by Howe/Wood & Company (EIN 75-2257463).
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