Woolf Distributing Co., Inc. Profit Sharing And Savings Plan — Form 5500 plan (Woolf Distributing Company, 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, Woolf Distributing Co., Inc. Profit Sharing And Savings Plan is a benefit plan reported by Woolf Distributing Company, Inc. under EIN 36-3244400 and plan number 001. The latest loaded filing year is 2023. The filing reports 192 participants and $10,024,223 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Woolf Distributing Company, Inc.
- EIN
- 36-3244400
- Plan number
- 001
- Plan type
- 2
- Location
- Woodstock, IL
- Latest filing year
- 2023
- Participants
- 192
- End-of-year plan assets
- $10,024,223
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 192 | H, C | 20240906081606NAL0000457843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,024,223
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,024,223
- Net assets (BOY)
- $11,180,870
Income & contributions
- Employer contributions
- $279,495
- Participant contributions
- $718,666
- Total contributions
- $998,161
- Total income / additions
- $2,612,472
Expenses & distributions
- Benefits paid
- $3,663,177
- Administrative expenses
- $64,213
- Total expenses
- $3,769,119
- Net increase / (decrease)
- -$1,156,647
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prospera Financial Services, Inc | INVESTMENT/FINANCIAL ADVI | $54,200 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $24,613 | $0 | 2023 |
| Porte Brown LLC | ACCOUNTANT | $12,500 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Woolf Distributing Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Woodstock, IL
- Prospera Financial Services, Inc — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Porte Brown LLC — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation