2023 Form 5500 filing — Baxter & Woodman 401k Retirement Savings 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 20241220102949NAL0003376035001) for Baxter & Woodman 401k Retirement Savings Plan, reported by Baxter & Woodman, Inc. under EIN 36-2845242 and plan number 001. It reports 488 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241220102949NAL0003376035001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baxter & Woodman, Inc.
- EIN
- 36-2845242
- Plan number
- 001
- Location
- Crystal Lake, IL
- Participants
- 488
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,158,435
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $77,158,435
- Employer contributions
- $3,569,930
- Participant contributions
- $3,375,578
- Total income / additions
- $18,676,878
- Benefits paid
- $2,298,248
- Administrative expenses
- $60,661
- Total expenses
- $2,359,535
- Net increase / (decrease)
- $16,317,343
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prospera Financial Services | NONE | $45,000 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $15,661 | $434 |