Plan5500

Tom Wood Group 401(K) Profit Sharing Plan — Form 5500 plan (Tom Wood, 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, Tom Wood Group 401(K) Profit Sharing Plan is a benefit plan reported by Tom Wood, Inc. under EIN 35-1363838 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,265 participants and $59,351,004 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tom Wood, Inc.
EIN
35-1363838
Plan number
002
Plan type
2
Location
Carmel, IN
Latest filing year
2023
Participants
1,265
End-of-year plan assets
$59,351,004

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,265H, C20241007143606NAL0015338849001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$59,351,004
Total liabilities (EOY)
$0
Net assets (EOY)
$59,351,004
Net assets (BOY)
$46,033,402

Income & contributions

Employer contributions
$1,091,933
Participant contributions
$5,891,746
Total contributions
$7,062,358
Total income / additions
$16,254,905

Expenses & distributions

Benefits paid
$2,786,984
Administrative expenses
$150,319
Total expenses
$2,937,303
Net increase / (decrease)
$13,317,602

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$82,919$02023
NfpINVESTMENT ADVISOR$58,000not reported in the loaded dataset2023
Mcm Cpa & Advisors, LlpACCOUNTANT/AUDITOR$5,900not reported in the loaded dataset2023

Related Form 5500 pages