2023 Form 5500 filing — Wood Residential Services, LLC Retirement Savings 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 20241002084610NAL0008540369001) for Wood Residential Services, LLC Retirement Savings Plan, reported by Wood Residential Services, LLC under EIN 27-1754288 and plan number 002. It reports 596 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.9MReported net assets$11,936,846

Participants596

Provider compensation$60.7K4 Schedule C row(s)$60,742

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241002084610NAL0008540369001
Plan sponsor: Wood Residential Services, LLC
EIN: 27-1754288
Plan number: 002
Location: Atlanta, GA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$11.9M total assets

Net assets$11.9MLiabilities$0

Money in vs. money out

Total income / additions$4.9M

Total expenses$1.1M

Benefits paid / distributions$1.1M

Contributions

Employer$1.2M

Participant$1.7M

Full reported line items

Total assets (EOY): $11,936,846
Total liabilities (EOY): $0
Net assets (EOY): $11,936,846
Employer contributions: $1,203,372
Participant contributions: $1,707,682
Total income / additions: $4,933,550
Benefits paid: $1,050,340
Administrative expenses: $60,742
Total expenses: $1,122,965
Net increase / (decrease): $3,810,585

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Empower Annuity Insurance Company O$36.4K
RECORDKEEPER · Direct $36.4K · Indirect $0
2
Fifth Third Bank$19.6K
INVESTMENT ADVISOR · Direct $19.6K
3
Empower Advisory Group, LLC$2.5K
INVESTMENT MGMT · Direct $2.5K
4
Moore Colson & Company Pc Dba Moore$2.2K
AUDITOR · Direct $2.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002084610NAL0008540369001 cover?: It is the 2023 Form 5500 filing for Wood Residential Services, LLC Retirement Savings Plan, reported by Wood Residential Services, LLC (EIN 27-1754288).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).