Plan5500

Anderson Wood Products Company Salaried Retirement Plan And Trust — 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 Salaried Retirement Plan And Trust is a benefit plan reported by Anderson Wood Products Company under EIN 61-0647369 and plan number 004. The latest loaded filing year is 2023. The filing reports 18 participants and $3,143,439 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.1MPlan net assets, end of year$3,143,439
Participants18Covered participants reported
Assets / participant$174.6KComputed: assets ÷ participants$174,636 (computed)
Provider compensationNone reported
Plan sponsor
Anderson Wood Products Company
EIN
61-0647369
Plan number
004
Plan type
2
Location
Louisville, KY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    18 participants · 2Sch I
    View filing →
Schedule I · 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)$3.1M total assets
Net assets$3.1MLiabilities$0
Money in vs. money out
Total income / additions$480.9K
Total expenses$173.9K
Benefits paid / distributions$167.3K
Contributions
Employer$60K
Participant$73.4K
Full reported line items

Net assets

Total assets (EOY)
$3,143,439
Total liabilities (EOY)
$0
Net assets (EOY)
$3,143,439
Net assets (BOY)
$2,836,394

Income & contributions

Employer contributions
$60,000
Participant contributions
$73,414
Total income / additions
$480,924

Expenses & distributions

Benefits paid
$167,345
Administrative expenses
$6,534
Total expenses
$173,879
Net increase / (decrease)
$307,045
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.

Contribution share (employer vs. participant)
Employer 45%Participant 55%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Schedule C

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.

What to inspect next

Frequently asked questions

Who sponsors the Anderson Wood Products Company Salaried Retirement Plan And Trust?
Anderson Wood Products Company Salaried Retirement Plan And Trust is reported as sponsored by Anderson Wood Products Company (EIN 61-0647369, plan number 004) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Anderson Wood Products Company Salaried Retirement Plan And Trust?
The latest Form 5500 filing year loaded for Anderson Wood Products Company Salaried Retirement Plan And Trust is 2023.
How many participants does Anderson Wood Products Company Salaried Retirement Plan And Trust report?
Anderson Wood Products Company Salaried Retirement Plan And Trust reports 18 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Anderson Wood Products Company Salaried Retirement Plan And Trust?
Anderson Wood Products Company Salaried Retirement Plan And Trust reports $3,143,439 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages