Woodfold Employee Stock Ownership Plan — Form 5500 plan (Woodfold Marco Manufacturing, 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, Woodfold Employee Stock Ownership Plan is a benefit plan reported by Woodfold Marco Manufacturing, Inc. under EIN 93-0653578 and plan number 001. The latest loaded filing year is 2023. The filing reports 76 participants and $34,619,164 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$29.9MPlan net assets, end of year$29,910,472
Participants76Covered participants reported
Assets / participant$455.5KComputed: assets ÷ participants$455,515 (computed)
Provider compensationNone reported
Plan sponsor
Woodfold Marco Manufacturing, Inc.
EIN
93-0653578
Plan number
001
Plan type
2
Location
Forest Grove, OR
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202376I20250109102045NAL0012397473001
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)$34.6M total assets
Net assets$29.9MLiabilities$4.7M
Money in vs. money out
Total income / additions$4.2M
Total expenses$2.5M
Benefits paid / distributions$2.4M
Contributions
Employer$329.5K
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$34,619,164
Total liabilities (EOY)
$4,708,692
Net assets (EOY)
$29,910,472
Net assets (BOY)
$28,267,024

Income & contributions

Employer contributions
$329,539
Participant contributions
$0
Total income / additions
$4,158,345

Expenses & distributions

Benefits paid
$2,414,263
Administrative expenses
$0
Total expenses
$2,514,897
Net increase / (decrease)
$1,643,448
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 100%Participant 0%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income58%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages