Plan5500

Woods Basement Systems, Inc. 401(K) Plan — Form 5500 plan (Woods Basement Systems, 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, Woods Basement Systems, Inc. 401(K) Plan is a benefit plan reported by Woods Basement Systems, Inc. under EIN 37-1210874 and plan number 001. The latest loaded filing year is 2023. The filing reports 128 participants and $4,162,744 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Woods Basement Systems, Inc.
EIN
37-1210874
Plan number
001
Plan type
2
Location
Collinsville, IL
Latest filing year
2023
Participants
128
End-of-year plan assets
$4,162,744

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023128H, C20241010110427NAL0040514546001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,162,744
Total liabilities (EOY)
$565
Net assets (EOY)
$4,162,179
Net assets (BOY)
$3,686,053

Income & contributions

Employer contributions
$190,159
Participant contributions
$327,383
Total contributions
$517,542
Total income / additions
$1,120,170

Expenses & distributions

Benefits paid
$604,248
Administrative expenses
$39,231
Total expenses
$644,044
Net increase / (decrease)
$476,126

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Epic Retirement Plan ServicesNONE$24,816not reported in the loaded dataset2023
Moneta Group LLCNONE$14,415not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages