2023 Form 5500 filing — Woodland Centers Employees 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 20241009141923NAL0019418897001) for Woodland Centers Employees 401(K) Plan, reported by Woodland Centers under EIN 41-0810019 and plan number 002. It reports 269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241009141923NAL0019418897001
Filing year
2023
Form type
2
Plan sponsor
Woodland Centers
EIN
41-0810019
Plan number
002
Location
Willmar, MN
Participants
269
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$13,757,129
Total liabilities (EOY)
$0
Net assets (EOY)
$13,757,129
Employer contributions
$673,658
Participant contributions
$740,107
Total income / additions
$3,504,742
Benefits paid
$975,376
Administrative expenses
$54,014
Total expenses
$1,029,390
Net increase / (decrease)
$2,475,352
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Christensen Group Financial LLCINVESTMENT ADVISOR$30,448not reported in the loaded dataset
Empower Annuity Insurance Company ORECORDKEEPER$21,046$0
Empower Advisory Group, LLCINVESTMENT MGMT$2,520not reported in the loaded dataset

Related Form 5500 pages