How big is Womack Machine Supply, Co.'s plan?

Womack Machine Supply, Co.'s plan reported $36.6M in assets and 211 participants for 2023.

Original filing (PDF)20241015074942NAL0046949648001

Womack Machine Supply, Co.

Name: Womack Machine Supply, Co. — Womack Machine Supply, Form 5500 (2023)
Creator: Womack Machine Supply, Co.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Womack Machine Supply, Co. Retirement Plan

401(k) retirement plan · Womack Machine Supply, Co.'s Womack Machine Supply, Co. Retirement Plan held $36.6M in plan assets for 211 participants in 2023, with Lincoln Financial as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

211

Accounts w/ balance

272

Plan assets (EOY)

$36.6M

Net assets (EOY)

$36.6M

People on this filing

Carole White signed Womack Machine Supply, Co.'s 2023 Form 5500 as plan administrator.

Carole White — 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

Womack Machine Supply, Co.'s EIN is 75-0991635.

EIN 75-0991635

Plan number 001

Plan year 2023

ACK ID 20241015074942NAL0046949648001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Womack Machine Supply, Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Womack Machine Supply, Co.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WOMACK MACHINE SUPPLY, CO..

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How this plan invests

This plan

47 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 2K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High average account balance (87th percentile).

Plan sponsor

Name

WOMACK MACHINE SUPPLY, CO.

EIN

all filings

Address

13835 SENLAC DRIVE · FARMERS BRANCH, TX · 752348822

Phone

(972) 884-1619

Industry

Wholesale Trade

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

2024-10-15

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$87K	—

Investments

47 direct securities· $36.6M(100% of reported assets)

Other securities

$25.8M

26 holdings

Mutual Funds

$6.9M

18 holdings

Common Collective Trusts

$2.6M

1 holding

Stable Value

$869K

1 holding

Bonds / Notes

$407K

1 holding

					% of plan
Lincoln YourPath 2040 Moderate	Other securities	—	—	$4.4M	12.0%
Lincoln YourPath 2020 Moderate	Other securities	—	—	$3.6M	9.9%
Lincoln YourPath 2030 Moderate	Other securities	—	—	$3.2M	8.6%
Lincoln YourPath 2035 Moderate	Other securities	—	—	$3.1M	8.4%
Lincoln YourPath 2025 Moderate	Other securities	—	—	$2.7M	7.5%
Vanguard 500 Index Admiral Class	Common Collective Trusts	—	—	$2.6M	7.2%
Lincoln YourPath 2045 Moderate	Other securities	—	—	$2.5M	6.7%
Vanguard Growth Index Admiral Shares	Mutual Funds	—	—	$1.7M	4.8%
Lincoln YourPath 2055 Moderate	Other securities	—	—	$1.6M	4.5%
Lincoln YourPath 2050 Moderate	Other securities	—	—	$1.2M	3.2%
Vanguard Small Cap Growth Index Admiral Shares	Mutual Funds	—	—	$1.1M	3.1%
Lincoln YourPath 2015 Moderate	Other securities	—	—	$983K	2.7%
Lincoln Stable Value Account	Stable Value	—	—	$869K	2.4%
Vanguard Mid Cap Growth Index Admiral Shares	Mutual Funds	—	—	$853K	2.3%
Vanguard Value Index Admiral Shares	Mutual Funds	—	—	$761K	2.1%
Lincoln YourPath 2045 Aggressive	Other securities	—	—	$436K	1.2%
Vanguard Mid Cap Value Index Admiral Shares	Mutual Funds	—	—	$417K	1.1%
9.50% with various due dates	Bonds / Notes	—	—	$407K	1.1%
Vanguard Global Equity Investor Shares	Mutual Funds	—	—	$336K	0.9%
Lincoln YourPath 2035 Aggressive	Other securities	—	—	$313K	0.9%
Lincoln YourPath 2060 Moderate	Other securities	—	—	$296K	0.8%
Vanguard Developed Markets Index Admiral Shares	Mutual Funds	—	—	$292K	0.8%
Vanguard Real Estate Index Admiral Shares	Mutual Funds	—	—	$255K	0.7%
Lincoln YourPath 2050 Aggressive	Other securities	—	—	$232K	0.6%
PIMCO International Bond USD Hedged Inst. Class	Mutual Funds	—	—	$223K	0.6%
Baird Aggregate Bond Class Institutional	Other securities	—	—	$198K	0.5%
Pimco Commodity Real Return Strategy Inst. Class	Mutual Funds	—	—	$197K	0.5%
Baird Core Plus Bond Class Institutional	Other securities	—	—	$192K	0.5%
Lincoln YourPath 2040 Aggressive	Other securities	—	—	$187K	0.5%
Vanguard Small Cap Value Index Admiral Shares	Mutual Funds	—	—	$175K	0.5%
Lincoln YourPath 3030 Aggressive	Other securities	—	—	$172K	0.5%
Lincoln YourPath Income Conservative	Other securities	—	—	$145K	0.4%
Vanguard International Growth Admiral Shares	Mutual Funds	—	—	$137K	0.4%
Vanguard High Yield Corporate Admiral Shares	Mutual Funds	—	—	$118K	0.3%
Vanguard Emerging Markets Stock Index Admiral Shares	Mutual Funds	—	—	$109K	0.3%
Vanguard Inflation Protected Securities Admiral Shares	Mutual Funds	—	—	$73K	0.2%
Lincoln YourPath 2060 Aggressive	Other securities	—	—	$71K	0.2%
Federated Hermes Government Ultrashort Duration Class R6	Other securities	—	—	$66K	0.2%
Lincoln YourPath 2025 Aggressive	Other securities	—	—	$60K	0.2%
Lincoln YourPath 2065 Moderate	Other securities	—	—	$57K	0.2%
American Funds Balanced Class R6	Mutual Funds	—	—	$41K	0.1%
Lincoln YourPath 2020 Conservative	Other securities	—	—	$36K	<0.1%
Lincoln YourPath Aggressive	Other securities	—	—	$35K	<0.1%
Lincoln YourPath 2055 Aggressive	Other securities	—	—	$30K	<0.1%
Vanguard International Value Investor Shares	Mutual Funds	—	—	$22K	<0.1%
DFA US Core Equity 1 Inst. Class	Mutual Funds	—	—	$22K	<0.1%
Lincoln YourPath 2065 Aggressive	Other securities	—	—	$17K	<0.1%