How big is David Wordes' plan?

David Wordes' plan reported $79K in assets and 1 participants for 2023.

Original filing (PDF)20240628082918NAL0000181075001

David Wordes

Name: David Wordes — David Wordes 401(k) Plan, Form 5500 (2023)
Creator: David Wordes
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Wordes 401(k) Plan

401(k) retirement plan · David Wordes' David Wordes 401(k) Plan held $79K in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$79K

Net assets (EOY)

$79K

People on this filing

David Wordes signed David Wordes' 2023 Form 5500 as plan administrator.

David Wordes — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

David Wordes' EIN is 30-0439929.

EIN 30-0439929

Plan number 001

Plan year 2023

ACK ID 20240628082918NAL0000181075001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for David Wordes from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

David Wordes' plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID WORDES.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

DAVID WORDES

EIN

all filings

Address

78568 COUNTY ROAD 6 · RENVILLE, MN · 56284

Phone

(320) 522-1551

Industry

Agriculture, Forestry, Fishing, Hunting

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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