Original filing (PDF)20240919164734NAL0003728211001

R & D WOOD, LTD.

Name: R & D WOOD, LTD. — R & D WOOD, LTD. CASH BALANCE PLAN, Form 5500 (2023)
Creator: R & D WOOD, LTD.

Form 5500-SF

FILING_RECEIVED

R & D WOOD, LTD. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for R & D WOOD, LTD..

Plan sponsor

Name

R & D WOOD, LTD.

EIN

20-1802589

Address

311 WEST 1ST STREET · MOULTON, IA · 52572

Phone

(641) 895-1158

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-19

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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