How many benefit plans does Woodland Partners, Inc. report on Form 5500?

Woodland Partners, Inc. (EIN 04-3531186) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Woodland Partners, Inc.?

The Employer Identification Number (EIN) reported for Woodland Partners, Inc. is 04-3531186.

What is the latest Form 5500 filing year for Woodland Partners, Inc.?

The latest loaded Form 5500 filing year for Woodland Partners, Inc. is 2023.

Woodland Partners, Inc. — 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, Woodland Partners, Inc. (EIN 04-3531186) is a plan sponsor located in Franklin, MA 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: 04-3531186
Location: Franklin, MA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $30,880,819
Total reported liabilities (EOY): $1,848,117
Total reported net assets (EOY): $29,032,702

Contributions & income

Employer contributions: $652,484
Participant contributions: $151,544
Total income / additions: $8,999,591

Expenses & distributions

Benefits paid / distributions: $1,379,633
Total expenses: $1,453,720
Net increase / (decrease): $7,545,871

Coverage

Total reported participants: 64
Plans with financial statements: 2
Plans with provider compensation: 0

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

Woodland Partners, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Woodland Partners, Inc. Employee Stock Ownership Plan	002	31	$25,914,057	2023
Woodland Partners, Inc. 401k Plan	001	33	$4,966,762	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Woodland Partners, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Woodland Partners, Inc. 401k Plan	33	I	20241001131721NAL0011669232001
2023	Woodland Partners, Inc. Employee Stock Ownership Plan	31	I	20241011112442NAL0038567264001