Woodtrust Bank 401(K) Profit Sharing Plan — Form 5500 plan (Woodtrust Bank)
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, Woodtrust Bank 401(K) Profit Sharing Plan is a benefit plan reported by Woodtrust Bank under EIN 39-0720440 and plan number 002. The latest loaded filing year is 2023. The filing reports 133 participants and $38,987,572 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$39MPlan net assets, end of year$38,987,572
Participants133Covered participants reported
Assets / participant$293.1KComputed: assets ÷ participants$293,140 (computed)
Provider compensation$8.9K1 Schedule C provider row(s)$8,925
- Plan sponsor
- Woodtrust Bank
- EIN
- 39-0720440
- Plan number
- 002
- Plan type
- 2
- Location
- Wisconsin Rapids, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20240729151125NAL0012642275001 |
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)$39M total assets
Net assets$39MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $38,987,572
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,987,572
- Net assets (BOY)
- $32,448,488
Income & contributions
- Employer contributions
- $440,530
- Participant contributions
- $758,338
- Total contributions
- $1,551,262
- Total income / additions
- $7,364,076
Expenses & distributions
- Benefits paid
- $811,616
- Administrative expenses
- $13,376
- Total expenses
- $824,992
- Net increase / (decrease)
- $6,539,084
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.
37%63%
Employer 37%Participant 63%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income11%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cliftonlarsonallen Llp | NONE | $8,925 | not reported in the loaded dataset | 2023 |