Associated Hardwoods, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Associated Hardwoods, 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, Associated Hardwoods, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Associated Hardwoods, Inc. under EIN 56-1214685 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $7,869,613 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Associated Hardwoods, Inc.
EIN
56-1214685
Plan number
001
Plan type
2
Location
Granite Falls, NC
Latest filing year
2023
Participants
181
End-of-year plan assets
$7,869,613

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023181H, C20241021181346NAL0002202448001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,869,613
Total liabilities (EOY)
$0
Net assets (EOY)
$7,869,613
Net assets (BOY)
$6,209,373

Income & contributions

Employer contributions
$217,388
Participant contributions
$446,309
Total contributions
$669,145
Total income / additions
$1,897,659

Expenses & distributions

Benefits paid
$182,497
Administrative expenses
$54,922
Total expenses
$237,419
Net increase / (decrease)
$1,660,240

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Omni Star Financial GroupADVISOR$53,566not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$1,356$02023

Related Form 5500 pages