2023 Form 5500 filing — Emc/Woodfin 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 20241010150751NAL0010170067001) for Emc/Woodfin 401(K) Plan, reported by Woodfin Heating, Inc. under EIN 54-1061638 and plan number 002. It reports 1,327 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)$39MReported net assets$39,005,290
Participants1.3K1,327
Provider compensation$60.6K2 Schedule C row(s)$60,581
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010150751NAL0010170067001
Plan sponsor
Woodfin Heating, Inc.
EIN
54-1061638
Plan number
002
Location
Richmond, VA
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)$39M total assets
Net assets$39MLiabilities$0
Money in vs. money out
Total income / additions$9.1M
Total expenses$4.1M
Benefits paid / distributions$4M
Contributions
Employer$468.4K
Participant$2.5M
Full reported line items
Total assets (EOY)
$39,005,290
Total liabilities (EOY)
$0
Net assets (EOY)
$39,005,290
Employer contributions
$468,394
Participant contributions
$2,509,247
Total income / additions
$9,071,137
Benefits paid
$4,018,889
Administrative expenses
$53,538
Total expenses
$4,110,396
Net increase / (decrease)
$4,960,741
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $53.6K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010150751NAL0010170067001 cover?
It is the 2023 Form 5500 filing for Emc/Woodfin 401(K) Plan, reported by Woodfin Heating, Inc. (EIN 54-1061638).
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).

Related Form 5500 pages