Woodhaven Lumber & Millwork, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Woodhaven Lumber & Millwork, 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, Woodhaven Lumber & Millwork, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Woodhaven Lumber & Millwork, Inc. under EIN 22-2134614 and plan number 003. The latest loaded filing year is 2023. The filing reports 345 participants and $18,861,096 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Woodhaven Lumber & Millwork, Inc.
- EIN
- 22-2134614
- Plan number
- 003
- Plan type
- 2
- Location
- Lakewood, NJ
- Latest filing year
- 2023
- Participants
- 345
- End-of-year plan assets
- $18,861,096
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 345 | H, C | 20241010171853NAL0011772179001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,861,096
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,861,096
- Net assets (BOY)
- $16,791,048
Income & contributions
- Employer contributions
- $581,290
- Participant contributions
- $1,254,638
- Total contributions
- $1,883,327
- Total income / additions
- $3,806,565
Expenses & distributions
- Benefits paid
- $1,664,795
- Administrative expenses
- $71,722
- Total expenses
- $1,736,517
- Net increase / (decrease)
- $2,070,048
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Resource Group Inc. | SERVICE PROVIDER | $36,457 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $8,816 | not reported in the loaded dataset | 2023 |
| Morningstar | INVESTMENT ADVISORY | $0 | $6,581 | 2023 |
| Voya Retirement Insurance | INVESTMENT ADVISORY | $0 | $6,581 | 2023 |
| Associated Pension Consultants | SERVICE PROVIDER | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Woodhaven Lumber & Millwork, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Lakewood, NJ
- The Resource Group Inc. — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Morningstar — Schedule C compensation
- Voya Retirement Insurance — Schedule C compensation
- Associated Pension Consultants — Schedule C compensation