Woodfords Family Services — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Woodfords Family Services (EIN 01-0278395) is a plan sponsor located in Westbrook, ME with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
01-0278395
Location
Westbrook, ME
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$8,092,300
Total reported liabilities (EOY)
$298
Total reported net assets (EOY)
$8,092,002

Contributions & income

Employer contributions
$441,024
Participant contributions
$697,294
Total income / additions
$2,245,943

Expenses & distributions

Benefits paid / distributions
$189,434
Total expenses
$257,035
Net increase / (decrease)
$1,988,908

Coverage

Total reported participants
735
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Woodfords Family Services plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Woodfords Family Services 403b Plan001466$8,092,3002023
Woodfords Family Services Benefit Plan501269not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Woodfords Family Services
YearPlanParticipantsSchedulesFiling
2023Woodfords Family Services Benefit Plan26920250314094505NAL0013635731001
2023Woodfords Family Services 403b Plan466H, C20250407055510NAL0018135153001

Related Form 5500 pages