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| Plan Name | WOODRUFF ENTERPRISES, INC. & WOODRUFF COLD STORAGE, LLC 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | WOODRUFF ENTERPRISES, INC. |
| Employer identification number (EIN): | 261273297 |
| NAIC Classification: | 484200 |
| NAIC Description: | Specialized Freight Trucking |
Additional information about WOODRUFF ENTERPRISES, INC.
| Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
| Incorporation Date: | 2007-09-17 |
| Company Identification Number: | 1727703 |
| Legal Registered Office Address: |
2578 E ST RT 296 - URBANA United States of America (USA) 43078 |
More information about WOODRUFF ENTERPRISES, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ANTHONY WARREN | 2024-07-15 | ||
| 001 | 2022-01-01 | ANTHONY WARREN | 2023-07-06 | ||
| 001 | 2021-01-01 | ANTHONY WARREN | 2022-05-20 | ||
| 001 | 2020-01-01 | ADAM WARREN | 2021-08-05 | ||
| 001 | 2019-01-01 | ADAM WARREN | 2020-08-04 | ||
| 001 | 2018-01-01 | TERI WOODRUFF | 2019-09-12 | ||
| 001 | 2017-01-01 | TERI WOODRUFF | 2018-04-17 | ||
| 001 | 2017-01-01 | TERI WOODRUFF | 2018-08-16 | ||
| 001 | 2016-01-01 | TERI WOODRUFF | |||
| 001 | 2015-01-01 | TERI WOODRUFF |
| Measure | Date | Value |
|---|---|---|
| 2025: WOODRUFF ENTERPRISES, INC. & WOODRUFF COLD STORAGE, LLC 401(K) PROFIT SHARING PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-10-03 | 105 |
| Total number of particpants at end of year | 2025-10-03 | 97 |
| Number of Participants With Account Balances | 2025-10-03 | 44 |
| 2024: WOODRUFF ENTERPRISES, INC. & WOODRUFF COLD STORAGE, LLC 401(K) PROFIT SHARING PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-07-15 | 91 |
| Total number of particpants at end of year | 2024-07-15 | 92 |
| Number of Participants With Account Balances | 2024-07-15 | 53 |
| 2016: WOODRUFF ENTERPRISES, INC. & WOODRUFF COLD STORAGE, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
| Total participants, beginning-of-year | 2016-01-01 | 128 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 96 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 6 |
| Total of all active and inactive participants | 2016-01-01 | 102 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 102 |
| Number of participants with account balances | 2016-01-01 | 72 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
| 2015: WOODRUFF ENTERPRISES, INC. & WOODRUFF COLD STORAGE, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
| Total participants, beginning-of-year | 2015-01-01 | 108 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 122 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 6 |
| Total of all active and inactive participants | 2015-01-01 | 128 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 128 |
| Number of participants with account balances | 2015-01-01 | 92 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 6 |
| Measure | Date | Value |
|---|---|---|
| 2025 : WOODRUFF ENTERPRISES, INC. & WOODRUFF COLD STORAGE, LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-10-03 | 343350 |
| Net assets as of the end of the plan year | 2025-10-03 | 1039797 |
| Total assets as of the beginning of the plan year | 2025-10-03 | 1073707 |
| Value of plan covered by a fidelity bond | 2025-10-03 | 150000 |
| Participant contributions to plan in this plan year | 2025-10-03 | 94330 |
| Other contributions to plan in this plan year | 2025-10-03 | 0 |
| Other income to plan in this plan year | 2025-10-03 | 152269 |
| Plan net income in this plan year | 2025-10-03 | -33910 |
| Net assets as of the end of the plan year | 2025-10-03 | 1039797 |
| Net assets as of the beginning of the plan year | 2025-10-03 | 1073707 |
| Employer contributions to plan in this plan year | 2025-10-03 | 62841 |
| Fees paid to broker by Benefit Provider | 2025-10-03 | 10639 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-03 | 17789 |
| 2024 : WOODRUFF ENTERPRISES, INC. & WOODRUFF COLD STORAGE, LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-07-15 | 219202 |
| Net assets as of the end of the plan year | 2024-07-15 | 1073707 |
| Total assets as of the beginning of the plan year | 2024-07-15 | 965686 |
| Value of plan covered by a fidelity bond | 2024-07-15 | 150000 |
| Participant contributions to plan in this plan year | 2024-07-15 | 97443 |
| Other income to plan in this plan year | 2024-07-15 | 161286 |
| Plan net income in this plan year | 2024-07-15 | 108021 |
| Net assets as of the end of the plan year | 2024-07-15 | 1073707 |
| Net assets as of the beginning of the plan year | 2024-07-15 | 965686 |
| Employer contributions to plan in this plan year | 2024-07-15 | 68494 |
| Fees paid to broker by Benefit Provider | 2024-07-15 | 9714 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-15 | 16554 |
| 2016 : WOODRUFF ENTERPRISES, INC. & WOODRUFF COLD STORAGE, LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $246,578 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $57,665 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $52,603 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $217,981 |
| Value of total assets at end of year | 2016-12-31 | $531,647 |
| Value of total assets at beginning of year | 2016-12-31 | $342,734 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $5,062 |
| Total interest from all sources | 2016-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
| Administrative expenses professional fees incurred | 2016-12-31 | $2,941 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $35,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $106,980 |
| Participant contributions at end of year | 2016-12-31 | $1,371 |
| Participant contributions at beginning of year | 2016-12-31 | $4,221 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $22,258 |
| Other income not declared elsewhere | 2016-12-31 | $-5,115 |
| Total non interest bearing cash at end of year | 2016-12-31 | $16,706 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $2,150 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $188,913 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $531,647 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $342,734 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $512,564 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $332,923 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $33,712 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $88,743 |
| Employer contributions (assets) at end of year | 2016-12-31 | $1,006 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $3,440 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $52,603 |
| Contract administrator fees | 2016-12-31 | $2,121 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | BENNETT, GROEBER, MULLEN & FELTNER |
| Accountancy firm EIN | 2016-12-31 | 341601163 |
| 2015 : WOODRUFF ENTERPRISES, INC. & WOODRUFF COLD STORAGE, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $405,386 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $62,652 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $60,122 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $419,425 |
| Value of total assets at end of year | 2015-12-31 | $342,734 |
| Value of total assets at beginning of year | 2015-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,530 |
| Total interest from all sources | 2015-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $35,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $130,941 |
| Participant contributions at end of year | 2015-12-31 | $4,221 |
| Participant contributions at beginning of year | 2015-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $182,627 |
| Other income not declared elsewhere | 2015-12-31 | $106 |
| Total non interest bearing cash at end of year | 2015-12-31 | $2,150 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $342,734 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $342,734 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $332,923 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $0 |
| Interest on participant loans | 2015-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-14,145 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $105,857 |
| Employer contributions (assets) at end of year | 2015-12-31 | $3,440 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $60,122 |
| Contract administrator fees | 2015-12-31 | $2,530 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | BENNETT, GROEBER, MULLEN & FELTNER |
| Accountancy firm EIN | 2015-12-31 | 341601163 |
| 2016: WOODRUFF ENTERPRISES, INC. & WOODRUFF COLD STORAGE, LLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
|---|---|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: WOODRUFF ENTERPRISES, INC. & WOODRUFF COLD STORAGE, LLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | First time form 5500 has been submitted | Yes |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |