New Holland Custom Woodwork, Ltd. Employee Benefit Plan — Form 5500 plan (New Holland Custom Woodwork, Ltd.)
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, New Holland Custom Woodwork, Ltd. Employee Benefit Plan is a benefit plan reported by New Holland Custom Woodwork, Ltd. under EIN 23-2595329 and plan number 501. The latest loaded filing year is 2023. The filing reports 40 participants and $72,786 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)-$44.3KPlan net assets, end of year-$44,260
Participants40Covered participants reported
Assets / participant$1.8KComputed: assets ÷ participants$1,820 (computed)
Provider compensation$35.6K4 Schedule C provider row(s)$35,563
- Plan sponsor
- New Holland Custom Woodwork, Ltd.
- EIN
- 23-2595329
- Plan number
- 501
- Plan type
- 2
- Location
- New Holland, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 40 | I, C | 20240620133653NAL0002803330001 |
Schedule I · 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)$72.8K total assets
Net assets-$44.3KLiabilities$117K
Full reported line items
Net assets
- Total assets (EOY)
- $72,786
- Total liabilities (EOY)
- $117,046
- Net assets (EOY)
- -$44,260
- Net assets (BOY)
- -$162,159
Income & contributions
- Employer contributions
- $700,451
- Participant contributions
- $97,533
- Total income / additions
- $800,505
Expenses & distributions
- Benefits paid
- $351,164
- Administrative expenses
- $3,126
- Total expenses
- $682,606
- Net increase / (decrease)
- $117,899
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Engle, Hambright & Davies Inc | BROKER | $17,193 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $12,509 | not reported in the loaded dataset | 2023 |
| Capital Bluecross | ADMIN | $3,126 | not reported in the loaded dataset | 2023 |
| Connectcare 3 | PATIENT ADVOCATE | $2,735 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New Holland Custom Woodwork, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in New Holland, PA
- Engle, Hambright & Davies Inc — Schedule C compensation
- The Benecon Group — Schedule C compensation
- Capital Bluecross — Schedule C compensation
- Connectcare 3 — Schedule C compensation