Plan5500

Appalachian Wood Products, Inc. 401k Profit Sharing Plan — Form 5500 plan (Appalachian Wood Products, 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, Appalachian Wood Products, Inc. 401k Profit Sharing Plan is a benefit plan reported by Appalachian Wood Products, Inc. under EIN 25-1537092 and plan number 001. The latest loaded filing year is 2023. The filing reports 182 participants and $3,541,067 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Appalachian Wood Products, Inc.
EIN
25-1537092
Plan number
001
Plan type
2
Location
Clearfield, PA
Latest filing year
2023
Participants
182
End-of-year plan assets
$3,541,067

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023182H, C20241009111658NAL0037573042001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,541,067
Total liabilities (EOY)
$0
Net assets (EOY)
$3,541,067
Net assets (BOY)
$3,338,489

Income & contributions

Participant contributions
$79,378
Total contributions
$79,378
Total income / additions
$572,418

Expenses & distributions

Benefits paid
$332,819
Administrative expenses
$36,549
Total expenses
$369,840
Net increase / (decrease)
$202,578

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pcs Retirement LLCCONTRACT ADMINISTRATOR$18,019not reported in the loaded dataset2023
Creative Financial GroupINVESTMENT MANAGER$10,108not reported in the loaded dataset2023
Newsquare Capital, LLCINVESTMENT ADVISOR$8,422not reported in the loaded dataset2023

Related Form 5500 pages