2023 Form 5500 filing — Woods Bagot 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 20241010105234NAL0011390067001) for Woods Bagot 401(K) Plan, reported by Woods Bagot Architects Pc under EIN 26-2993497 and plan number 001. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010105234NAL0011390067001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Woods Bagot Architects Pc
- EIN
- 26-2993497
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,475,520
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,475,520
- Employer contributions
- $515,181
- Participant contributions
- $1,124,647
- Total income / additions
- $3,450,278
- Benefits paid
- $2,296,262
- Administrative expenses
- $21,665
- Total expenses
- $2,317,927
- Net increase / (decrease)
- $1,132,351
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Equitable Advisors LLC | BROKER/ADVISOR | $0 | $16,294 |
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $11,317 | $0 |
| California Retirement Plans | CONTRACT ADMIN/TPA | $9,563 | not reported in the loaded dataset |