Wood Rodgers, 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, Wood Rodgers, Inc (EIN 91-1762478) is a plan sponsor located in Sacramento, CA with 1 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
91-1762478
Location
Sacramento, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$60,963,129
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$60,963,129

Contributions & income

Employer contributions
$1,066,887
Participant contributions
$3,590,789
Total income / additions
$13,626,503

Expenses & distributions

Benefits paid / distributions
$2,371,618
Total expenses
$2,492,330
Net increase / (decrease)
$11,134,173

Coverage

Total reported participants
712
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

Wood Rodgers, Inc plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Wood Rodgers 401(K) Plan001411$60,963,1292023
Wood Rodgers, Inc. Consolidated Welfare Benefit Plan502301not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Wood Rodgers, Inc
YearPlanParticipantsSchedulesFiling
2023Wood Rodgers 401(K) Plan411H, C20240702135036NAL0010510194001
2023Wood Rodgers, Inc. Consolidated Welfare Benefit Plan30120240715205951NAL0004918546001

Related Form 5500 pages