Woodbolt Distribution 401(K) Plan — Form 5500 plan (Woodbolt Distribution, LLC)
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, Woodbolt Distribution 401(K) Plan is a benefit plan reported by Woodbolt Distribution, LLC under EIN 30-1413443 and plan number 002. The latest loaded filing year is 2023. The filing reports 471 participants and $18,163,187 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$18.2MPlan net assets, end of year$18,163,187
Participants471Covered participants reported
Assets / participant$38.6KComputed: assets ÷ participants$38,563 (computed)
Provider compensation$77.6K3 Schedule C provider row(s)$77,637
- Plan sponsor
- Woodbolt Distribution, LLC
- EIN
- 30-1413443
- Plan number
- 002
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 471 | H, C | 20240930090836NAL0005501105001 |
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)$18.2M total assets
Net assets$18.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $18,163,187
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,163,187
- Net assets (BOY)
- $12,158,128
Income & contributions
- Employer contributions
- $1,377,276
- Participant contributions
- $2,180,280
- Total contributions
- $4,693,745
- Total income / additions
- $7,380,322
Expenses & distributions
- Benefits paid
- $1,296,610
- Administrative expenses
- $77,637
- Total expenses
- $1,375,263
- Net increase / (decrease)
- $6,005,059
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.
39%61%
Employer 39%Participant 61%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $38,976 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $28,991 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,670 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Woodbolt Distribution, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Empower Annuity Insurance Company O — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation