2023 Form 5500 filing — Woodlands 401(K) Profit Sharing 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 20250317105333NAL0000873939001) for Woodlands 401(K) Profit Sharing Plan, reported by Woodlands Medical Specialists Pa under EIN 26-1802830 and plan number 001. It reports 451 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317105333NAL0000873939001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Woodlands Medical Specialists Pa
- EIN
- 26-1802830
- Plan number
- 001
- Location
- Pensacola, FL
- Participants
- 451
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,868,794
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,868,794
- Employer contributions
- $1,639,974
- Participant contributions
- $1,136,621
- Total income / additions
- $7,741,364
- Benefits paid
- $343,768
- Administrative expenses
- $5,755
- Total expenses
- $349,523
- Net increase / (decrease)
- $7,391,841
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great West Life & Annuity Insurance | RECORDKEEPER | $2,944 | $0 |
| Dwc Erisa Consultants, LLC | CONTRACT ADMIN | $2,586 | not reported in the loaded dataset |