?>
Logo

S & W WOOD HOLDINGS INC. 401(K) PLAN 401k Plan overview

Plan NameS & W WOOD HOLDINGS INC. 401(K) PLAN
Plan identification number 001

S & W WOOD HOLDINGS INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

S & W WOOD HOLDINGS INC. has sponsored the creation of one or more 401k plans.

Company Name:S & W WOOD HOLDINGS INC.
Employer identification number (EIN):813066070
NAIC Classification:721110
NAIC Description:Hotels (except Casino Hotels) and Motels

Additional information about S & W WOOD HOLDINGS INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2016-06-17
Company Identification Number: 604006733
Legal Registered Office Address: 157 HEATHER LN

WENATCHEE
United States of America (USA)
988019644

More information about S & W WOOD HOLDINGS INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan S & W WOOD HOLDINGS INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01WEN-LING WOOD WEN-LING WOOD2018-07-27
0012016-06-18WEN-LING WOOD WEN-LING WOOD2017-09-20

Plan Statistics for S & W WOOD HOLDINGS INC. 401(K) PLAN

401k plan membership statisitcs for S & W WOOD HOLDINGS INC. 401(K) PLAN

Measure Date Value
2022: S & W WOOD HOLDINGS INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012
Number of participants with account balances2022-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: S & W WOOD HOLDINGS INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: S & W WOOD HOLDINGS INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: S & W WOOD HOLDINGS INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: S & W WOOD HOLDINGS INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: S & W WOOD HOLDINGS INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: S & W WOOD HOLDINGS INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-180
Total number of active participants reported on line 7a of the Form 55002016-06-181
Number of retired or separated participants receiving benefits2016-06-180
Number of other retired or separated participants entitled to future benefits2016-06-180
Total of all active and inactive participants2016-06-181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-180
Total participants2016-06-181
Number of participants with account balances2016-06-181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-06-180

Financial Data on S & W WOOD HOLDINGS INC. 401(K) PLAN

Measure Date Value
2022 : S & W WOOD HOLDINGS INC. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$20,954
Expenses. Total of all expenses incurred2022-12-31$40
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$365,826
Total plan assets at beginning of year2022-12-31$344,912
Value of fidelity bond covering the plan2022-12-31$30,000
Total contributions received or receivable from participants2022-12-31$2,340
Expenses. Other expenses not covered elsewhere2022-12-31$40
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$16,274
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$20,914
Net plan assets at end of year (total assets less liabilities)2022-12-31$365,826
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$344,912
Assets. Value of employer securities2022-12-31$341,930
Total contributions received or receivable from employer(s)2022-12-31$2,340
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : S & W WOOD HOLDINGS INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$39,682
Expenses. Total of all expenses incurred2021-12-31$40
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$344,912
Total plan assets at beginning of year2021-12-31$305,270
Value of fidelity bond covering the plan2021-12-31$25,500
Total contributions received or receivable from participants2021-12-31$2,340
Expenses. Other expenses not covered elsewhere2021-12-31$40
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$35,002
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$39,642
Net plan assets at end of year (total assets less liabilities)2021-12-31$344,912
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$305,270
Assets. Value of employer securities2021-12-31$318,003
Total contributions received or receivable from employer(s)2021-12-31$2,340
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
2020 : S & W WOOD HOLDINGS INC. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$29,542
Expenses. Total of all expenses incurred2020-12-31$40
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$305,270
Total plan assets at beginning of year2020-12-31$275,768
Value of fidelity bond covering the plan2020-12-31$25,500
Total contributions received or receivable from participants2020-12-31$2,280
Expenses. Other expenses not covered elsewhere2020-12-31$40
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$24,982
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$29,502
Net plan assets at end of year (total assets less liabilities)2020-12-31$305,270
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$275,768
Assets. Value of employer securities2020-12-31$286,787
Total contributions received or receivable from employer(s)2020-12-31$2,280
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
2019 : S & W WOOD HOLDINGS INC. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$-33,066
Expenses. Total of all expenses incurred2019-12-31$40
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$275,768
Total plan assets at beginning of year2019-12-31$308,874
Value of fidelity bond covering the plan2019-12-31$25,500
Total contributions received or receivable from participants2019-12-31$2,280
Expenses. Other expenses not covered elsewhere2019-12-31$40
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$-37,626
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$-33,106
Net plan assets at end of year (total assets less liabilities)2019-12-31$275,768
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$308,874
Assets. Value of employer securities2019-12-31$265,589
Total contributions received or receivable from employer(s)2019-12-31$2,280
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
2018 : S & W WOOD HOLDINGS INC. 401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$27,707
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$308,874
Total plan assets at beginning of year2018-12-31$281,167
Value of fidelity bond covering the plan2018-12-31$25,500
Total contributions received or receivable from participants2018-12-31$2,310
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$23,237
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$27,707
Net plan assets at end of year (total assets less liabilities)2018-12-31$308,874
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$281,167
Assets. Value of employer securities2018-12-31$304,802
Total contributions received or receivable from employer(s)2018-12-31$2,160
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : S & W WOOD HOLDINGS INC. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$48,534
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$281,167
Total plan assets at beginning of year2017-12-31$232,633
Value of fidelity bond covering the plan2017-12-31$25,500
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$48,534
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$48,534
Net plan assets at end of year (total assets less liabilities)2017-12-31$281,167
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$232,633
Assets. Value of employer securities2017-12-31$281,167
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : S & W WOOD HOLDINGS INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$232,653
Expenses. Total of all expenses incurred2016-12-31$20
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$232,633
Total plan assets at beginning of year2016-12-31$0
Value of fidelity bond covering the plan2016-12-31$25,500
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$255,948
Other income received2016-12-31$-23,295
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$232,633
Net plan assets at end of year (total assets less liabilities)2016-12-31$232,633
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$0
Assets. Value of employer securities2016-12-31$232,633
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$20

Form 5500 Responses for S & W WOOD HOLDINGS INC. 401(K) PLAN

2022: S & W WOOD HOLDINGS INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: S & W WOOD HOLDINGS INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: S & W WOOD HOLDINGS INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: S & W WOOD HOLDINGS INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: S & W WOOD HOLDINGS INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: S & W WOOD HOLDINGS INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: S & W WOOD HOLDINGS INC. 401(K) PLAN 2016 form 5500 responses
2016-06-18Type of plan entitySingle employer plan
2016-06-18First time form 5500 has been submittedYes
2016-06-18Submission has been amendedNo
2016-06-18This submission is the final filingNo
2016-06-18This return/report is a short plan year return/report (less than 12 months)Yes
2016-06-18Plan is a collectively bargained planNo
2016-06-18Plan funding arrangement – TrustYes
2016-06-18Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3