2023 Form 5500 filing — Family Of Woodstock, Inc. Retirement 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 20241015104002NAL0029281617001) for Family Of Woodstock, Inc. Retirement Plan, reported by Family Of Woodstock, Inc. under EIN 14-1537663 and plan number 001. It reports 294 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015104002NAL0029281617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Family Of Woodstock, Inc.
- EIN
- 14-1537663
- Plan number
- 001
- Location
- Kingston, NY
- Participants
- 294
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,649,190
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,649,190
- Employer contributions
- $95,782
- Participant contributions
- $113,261
- Total income / additions
- $508,224
- Benefits paid
- $259,405
- Administrative expenses
- $35,700
- Total expenses
- $295,105
- Net increase / (decrease)
- $213,119
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $24,674 | $0 |
| The David J. Yvars Group | ADVISOR | $11,026 | not reported in the loaded dataset |