2023 Form 5500 filing — Woodland Partners, Inc. Employee Stock Ownership 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 20241011112442NAL0038567264001) for Woodland Partners, Inc. Employee Stock Ownership Plan, reported by Woodland Partners, Inc. under EIN 04-3531186 and plan number 002. It reports 31 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241011112442NAL0038567264001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Woodland Partners, Inc.
- EIN
- 04-3531186
- Plan number
- 002
- Location
- Franklin, MA
- Participants
- 31
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,914,057
- Total liabilities (EOY)
- $1,848,117
- Net assets (EOY)
- $24,065,940
- Employer contributions
- $583,450
- Total income / additions
- $8,154,719
- Benefits paid
- $530,333
- Total expenses
- $604,264
- Net increase / (decrease)
- $7,550,455
- Schedule source
- Schedule I