Woodruff Construction Employees Profit Sharing 401(K) Plan & Trust — Form 5500 plan (Woodruff Construction, 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, Woodruff Construction Employees Profit Sharing 401(K) Plan & Trust is a benefit plan reported by Woodruff Construction, Inc under EIN 76-0721180 and plan number 002. The latest loaded filing year is 2023. The filing reports 151 participants and $6,817,264 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Woodruff Construction, Inc
- EIN
- 76-0721180
- Plan number
- 002
- Plan type
- 2
- Location
- Fort Dodge, IA
- Latest filing year
- 2023
- Participants
- 151
- End-of-year plan assets
- $6,817,264
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 151 | H, C | 20240916143817NAL0001592321001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,817,264
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,817,264
- Net assets (BOY)
- $5,329,148
Income & contributions
- Employer contributions
- $89,336
- Participant contributions
- $651,277
- Total contributions
- $1,118,107
- Total income / additions
- $2,040,911
Expenses & distributions
- Benefits paid
- $486,985
- Administrative expenses
- $44,161
- Total expenses
- $552,795
- Net increase / (decrease)
- $1,488,116
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nielsen Financial Management Inc | INVESTMENT ADVISOR | $17,145 | not reported in the loaded dataset | 2023 |
| The Finway Group LLC | CONTRACT ADMIN, OTHER | $15,652 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $10,692 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,086 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $1,105 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Woodruff Construction, Inc
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Fort Dodge, IA
- Nielsen Financial Management Inc — Schedule C compensation
- The Finway Group LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation