Woolard Enterprises, Inc. Retirement Plan — Form 5500 plan (Woolard Enterprises, 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, Woolard Enterprises, Inc. Retirement Plan is a benefit plan reported by Woolard Enterprises, Inc. under EIN 46-5013018 and plan number 001. The latest loaded filing year is 2023. The filing reports 14 participants and $2,648,921 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Woolard Enterprises, Inc.
- EIN
- 46-5013018
- Plan number
- 001
- Plan type
- 2
- Location
- Elk Grove, CA
- Latest filing year
- 2023
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch IView filing →
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $2,648,921
- Net assets (EOY)
- $2,648,921
- Net assets (BOY)
- $2,733,206
Income & contributions
- Employer contributions
- $1,214
- Total income / additions
- -$84,285
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$84,285
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
No Schedule C service provider compensation is loaded for this plan yet.