2023 Form 5500 filing — Appalachian Hardwood 401(K) 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 20250103111801NAL0002123475001) for Appalachian Hardwood 401(K) Plan, reported by Appalachian Hardwood Manufacturers, Inc. under EIN 31-0202520 and plan number 333. It reports 1,718 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250103111801NAL0002123475001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Appalachian Hardwood Manufacturers, Inc.
- EIN
- 31-0202520
- Plan number
- 333
- Location
- High Point, NC
- Participants
- 1,718
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,324,136
- Total liabilities (EOY)
- $8,181
- Net assets (EOY)
- $31,315,955
- Employer contributions
- $522,202
- Participant contributions
- $2,273,669
- Total income / additions
- $8,167,437
- Benefits paid
- $5,897,973
- Administrative expenses
- $186,536
- Total expenses
- $6,114,897
- Net increase / (decrease)
- $2,052,540
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $163,761 | $0 |
| Ubs Financial Services Inc | OTHER | $64,378 | not reported in the loaded dataset |
| Pinnacle Financial Services, Inc. | OTHER | $56,283 | not reported in the loaded dataset |
| Nppg Fiduciary Services LLC | OTHER | $13,995 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $70 | not reported in the loaded dataset |