Woolpert 401(K) Plan — Form 5500 plan (Woolpert, 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, Woolpert 401(K) Plan is a benefit plan reported by Woolpert, Inc. under EIN 20-1391406 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,793 participants and $186,734,410 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Woolpert, Inc.
EIN
20-1391406
Plan number
002
Plan type
2
Location
Dayton, OH
Latest filing year
2023
Participants
1,793
End-of-year plan assets
$186,734,410

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,793H, C20241015082745NAL0014247363001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$186,734,410
Total liabilities (EOY)
$0
Net assets (EOY)
$186,734,410
Net assets (BOY)
$150,869,715

Income & contributions

Employer contributions
$3,393,182
Participant contributions
$10,977,874
Total contributions
$15,425,965
Total income / additions
$45,004,738

Expenses & distributions

Benefits paid
$14,582,508
Administrative expenses
$38,004
Total expenses
$14,620,512
Net increase / (decrease)
$30,384,226

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$118,582$02023

Related Form 5500 pages