Anderson Wood Products Company Money Purchase Pension Plan — Form 5500 plan (Anderson Wood Products Company)
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, Anderson Wood Products Company Money Purchase Pension Plan is a benefit plan reported by Anderson Wood Products Company under EIN 61-0647369 and plan number 003. The latest loaded filing year is 2023. The filing reports 134 participants and $1,947,869 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Anderson Wood Products Company
- EIN
- 61-0647369
- Plan number
- 003
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $1,947,869
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20241101072511NAL0002893569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,947,869
- Net assets (EOY)
- $1,947,869
- Net assets (BOY)
- $1,935,897
Income & contributions
- Employer contributions
- $94,971
- Total contributions
- $94,971
- Total income / additions
- $335,383
Expenses & distributions
- Benefits paid
- $304,092
- Administrative expenses
- $19,319
- Total expenses
- $323,411
- Net increase / (decrease)
- $11,972
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Baldwin Cpas Pllc | ACCOUNTANT/AUDITOR | $10,600 | $0 | 2023 |
| Retirement Management Services, LLC | PLAN ADMINISTRATOR | $4,000 | $0 | 2023 |
| Robert W Baird & Co | ADVISOR | $3,565 | $0 | 2023 |
| Fidelity Investments Inst. Ops Co | RECORDKEEPER | $1,155 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Anderson Wood Products Company
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Baldwin Cpas Pllc — Schedule C compensation
- Retirement Management Services, LLC — Schedule C compensation
- Robert W Baird & Co — Schedule C compensation
- Fidelity Investments Inst. Ops Co — Schedule C compensation