Wood Fiber Holdings, Inc. Retirement Plan — Form 5500 plan (Wood Fiber Holdings, 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, Wood Fiber Holdings, Inc. Retirement Plan is a benefit plan reported by Wood Fiber Holdings, Inc. under EIN 82-3773071 and plan number 001. The latest loaded filing year is 2023. The filing reports 542 participants and $88,802,757 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wood Fiber Holdings, Inc.
- EIN
- 82-3773071
- Plan number
- 001
- Plan type
- 2
- Location
- Fitchburg, MA
- Latest filing year
- 2023
- Participants
- 542
- End-of-year plan assets
- $88,802,757
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 542 | H, C | 20241015185235NAL0050964000001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,802,757
- Total liabilities (EOY)
- $55,252,866
- Net assets (EOY)
- $33,549,891
- Net assets (BOY)
- $29,311,266
Income & contributions
- Employer contributions
- $1,052,881
- Participant contributions
- $1,594,989
- Total contributions
- $2,735,265
- Total income / additions
- $6,812,913
Expenses & distributions
- Benefits paid
- $2,485,129
- Administrative expenses
- $80,159
- Total expenses
- $2,574,288
- Net increase / (decrease)
- $4,238,625
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $896 | $0 | 2023 |
| Mma Securities,LLC | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Caron & Bletzr, Pllc | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Compass 360,LLC | PLAN ADMINISTRATOR | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wood Fiber Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Fitchburg, MA
- Empower Annuity Insurance Company — Schedule C compensation
- Mma Securities,LLC — Schedule C compensation
- Caron & Bletzr, Pllc — Schedule C compensation
- Compass 360,LLC — Schedule C compensation