Wou Employee Stock Ownership 401(K) Plan — Form 5500 plan (Wou 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, Wou Employee Stock Ownership 401(K) Plan is a benefit plan reported by Wou Holdings, Inc. under EIN 92-1339193 and plan number 002. The latest loaded filing year is 2023. The filing reports 210 participants and $14,934,751 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wou Holdings, Inc.
EIN
92-1339193
Plan number
002
Plan type
2
Location
Dover, NH
Latest filing year
2023
Participants
210
End-of-year plan assets
$14,934,751

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023210H, C20241011171656NAL0012795651001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,934,751
Total liabilities (EOY)
$5,156
Net assets (EOY)
$14,929,595
Net assets (BOY)
$14,756

Income & contributions

Employer contributions
$220,642
Participant contributions
$601,404
Total contributions
$845,781
Total income / additions
$3,825,193

Expenses & distributions

Benefits paid
$221,920
Administrative expenses
$38,038
Total expenses
$260,217
Net increase / (decrease)
$3,564,976

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cape Ann Capital, Inc.SERVICE PROVIDER$0$28,9842023
Angell Pension GroupTHIRD PARTY ADMIN$0$18,9802023

Related Form 5500 pages