Family Of Woodstock, Inc. Retirement Plan — Form 5500 plan (Family Of Woodstock, Inc.)

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, Family Of Woodstock, Inc. Retirement Plan is a benefit plan reported by Family Of Woodstock, Inc. under EIN 14-1537663 and plan number 001. The latest loaded filing year is 2023. The filing reports 294 participants and $2,649,190 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Family Of Woodstock, Inc.
EIN
14-1537663
Plan number
001
Plan type
2
Location
Kingston, NY
Latest filing year
2023
Participants
294
End-of-year plan assets
$2,649,190

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023294H, C20241015104002NAL0029281617001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,649,190
Total liabilities (EOY)
$0
Net assets (EOY)
$2,649,190
Net assets (BOY)
$2,436,071

Income & contributions

Employer contributions
$95,782
Participant contributions
$113,261
Total contributions
$209,043
Total income / additions
$508,224

Expenses & distributions

Benefits paid
$259,405
Administrative expenses
$35,700
Total expenses
$295,105
Net increase / (decrease)
$213,119

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$24,674$02023
The David J. Yvars GroupADVISOR$11,026not reported in the loaded dataset2023

Related Form 5500 pages