2023 Form 5500 filing — Employees' Profit Sharing Plan Of Woods Rogers Plc
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240814100201NAL0025281794001) for Employees' Profit Sharing Plan Of Woods Rogers Plc, reported by Woods Rogers Vandeventer Black Plc under EIN 54-1294386 and plan number 001. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240814100201NAL0025281794001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Woods Rogers Vandeventer Black Plc
- EIN
- 54-1294386
- Plan number
- 001
- Location
- Roanoke, VA
- Participants
- 181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Employer contributions
- $236,495
- Participant contributions
- $969,945
- Total income / additions
- $6,197,770
- Benefits paid
- $3,293,345
- Administrative expenses
- $151,923
- Total expenses
- $3,445,268
- Net increase / (decrease)
- $2,752,502
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cap Financial Partners LLC | NONE | $76,630 | not reported in the loaded dataset |
| Oneamerica Retirement Services LLC | NONE | $75,292 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | not reported in the loaded dataset | not reported in the loaded dataset |