Woodmeister Master Builders 401(K) Profit Sharing Plan — Form 5500 plan (Woodmeister Master Builders, Inc.)

Plain-English plan 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, Woodmeister Master Builders 401(K) Profit Sharing Plan is a benefit plan reported by Woodmeister Master Builders, Inc. under EIN 04-2794350 and plan number 001. The latest loaded filing year is 2023. The filing reports 138 participants and $13,835,008 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13.8MPlan net assets, end of year$13,821,508
Participants138Covered participants reported
Assets / participant$100.3KComputed: assets ÷ participants$100,254 (computed)
Provider compensation$10.3K2 Schedule C provider row(s)$10,250
Plan sponsor
Woodmeister Master Builders, Inc.
EIN
04-2794350
Plan number
001
Plan type
2
Location
Holden, MA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023138H, C20240926140029NAL0000426275001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$13.8M total assets
Net assets$13.8MLiabilities$13.5K
Money in vs. money out
Total income / additions$3.1M
Total expenses$279.6K
Benefits paid / distributions$258.7K
Contributions
Employer$218.2K
Participant$933.1K
Full reported line items

Net assets

Total assets (EOY)
$13,835,008
Total liabilities (EOY)
$13,500
Net assets (EOY)
$13,821,508
Net assets (BOY)
$10,983,222

Income & contributions

Employer contributions
$218,167
Participant contributions
$933,128
Total contributions
$1,165,527
Total income / additions
$3,117,852

Expenses & distributions

Benefits paid
$258,698
Administrative expenses
$14,250
Total expenses
$279,566
Net increase / (decrease)
$2,838,286
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 19%Participant 81%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income8%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stolberg, Ebbeling & Blanchette LlpACCOUNTANT$9,500not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$750$02023

Related Form 5500 pages