Womack Machine Supply, Co. Retirement Plan — Form 5500 plan (Womack Machine Supply, Co.)

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, Womack Machine Supply, Co. Retirement Plan is a benefit plan reported by Womack Machine Supply, Co. under EIN 75-0991635 and plan number 001. The latest loaded filing year is 2023. The filing reports 266 participants and $36,581,505 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Womack Machine Supply, Co.
EIN
75-0991635
Plan number
001
Plan type
2
Location
Farmers Branch, TX
Latest filing year
2023
Participants
266
End-of-year plan assets
$36,581,505

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023266H, C20241015074942NAL0046949648001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,581,505
Total liabilities (EOY)
$0
Net assets (EOY)
$36,581,505
Net assets (BOY)
$31,988,552

Income & contributions

Employer contributions
$650,539
Participant contributions
$1,864,776
Total contributions
$2,570,927
Total income / additions
$7,345,575

Expenses & distributions

Benefits paid
$2,622,805
Administrative expenses
$86,655
Total expenses
$2,752,622
Net increase / (decrease)
$4,592,953

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$86,602$02023

Related Form 5500 pages