Woodfords Family Services 403b Plan — Form 5500 plan (Woodfords Family Services)
Plain-English plan 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, Woodfords Family Services 403b Plan is a benefit plan reported by Woodfords Family Services under EIN 01-0278395 and plan number 001. The latest loaded filing year is 2023. The filing reports 466 participants and $8,092,300 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Woodfords Family Services
- EIN
- 01-0278395
- Plan number
- 001
- Plan type
- 2
- Location
- Westbrook, ME
- Latest filing year
- 2023
- Participants
- 466
- End-of-year plan assets
- $8,092,300
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 466 | H, C | 20250407055510NAL0018135153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,092,300
- Total liabilities (EOY)
- $298
- Net assets (EOY)
- $8,092,002
- Net assets (BOY)
- $6,103,094
Income & contributions
- Employer contributions
- $441,024
- Participant contributions
- $697,294
- Total contributions
- $1,167,717
- Total income / additions
- $2,245,943
Expenses & distributions
- Benefits paid
- $189,434
- Administrative expenses
- $61,480
- Total expenses
- $257,035
- Net increase / (decrease)
- $1,988,908
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance | RECORDKEEPER | $0 | $12 | 2023 |