2023 Form 5500 filing — Woodward Hrt Retirement Account 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 20241002090013NAL0008560641004) for Woodward Hrt Retirement Account Plan, reported by Woodward, Inc. under EIN 36-1984010 and plan number 002. It reports 201 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)$6.3MReported net assets$6,344,893
Participants201
Provider compensation$9251 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241002090013NAL0008560641004
- Plan sponsor
- Woodward, Inc.
- EIN
- 36-1984010
- Plan number
- 002
- Location
- Fort Collins, CO
- Received date
- not reported in the loaded dataset
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)$6.3M total assets
Net assets$6.3MLiabilities—
Full reported line items
- Total assets (EOY)
- $6,344,893
- Net assets (EOY)
- $6,344,893
- Total income / additions
- $1,104,251
- Benefits paid
- $795,895
- Administrative expenses
- $3,485
- Total expenses
- $799,380
- Net increase / (decrease)
- $304,871
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | TRUSTEE | $925 | not reported in the loaded dataset |