2023 Form 5500 filing — Wood 401(K) Plan
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 20241001130456NAL0006752385001) for Wood 401(K) Plan, reported by Wood Group U.S. Holdings, Inc. under EIN 76-0688757 and plan number 001. It reports 17,572 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001130456NAL0006752385001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Wood Group U.S. Holdings, Inc.
- EIN
- 76-0688757
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 17,572
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,085,508,850
- Total liabilities (EOY)
- $9,000
- Net assets (EOY)
- $2,085,499,850
- Employer contributions
- $22,619,655
- Participant contributions
- $44,741,663
- Total income / additions
- $412,445,680
- Benefits paid
- $320,658,077
- Administrative expenses
- $1,223,293
- Total expenses
- $323,103,699
- Net increase / (decrease)
- $89,341,981
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $527,307 | $0 |
| Empower Advisory Group, LLC | NONE | $519,961 | not reported in the loaded dataset |
| Nfp Retirement Inc | NONE | $99,972 | not reported in the loaded dataset |
| Steelpeak Wealth LLC | NONE | $88,274 | not reported in the loaded dataset |
| Whittlesey & Hadley Pc | NONE | $43,000 | not reported in the loaded dataset |
| Haynes And Boone, Llp | NONE | $30,056 | not reported in the loaded dataset |
| Avidian Wealth Solutions LLC | NONE | $11,649 | not reported in the loaded dataset |
| Dynamic Wealth Advisors | NONE | $9,643 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $8,172 | not reported in the loaded dataset |
| Fisher Investments | NONE | $7,542 | not reported in the loaded dataset |
| Pin Oak Investment | NONE | $7,304 | not reported in the loaded dataset |