The Lodge At Woodloch 401k Plan — Form 5500 plan (The Lodge At Woodloch)
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, The Lodge At Woodloch 401k Plan is a benefit plan reported by The Lodge At Woodloch under EIN 20-3886693 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $2,323,257 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Lodge At Woodloch
- EIN
- 20-3886693
- Plan number
- 001
- Plan type
- 3
- Location
- Hawley, PA
- Latest filing year
- 2023
- Participants
- 209
- End-of-year plan assets
- $2,323,257
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 209 | H, C | 20240619071601NAL0003702289001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,323,257
- Total liabilities (EOY)
- $517
- Net assets (EOY)
- $2,322,740
- Net assets (BOY)
- $2,036,600
Income & contributions
- Employer contributions
- $50,613
- Participant contributions
- $271,425
- Total contributions
- $333,703
- Total income / additions
- $684,856
Expenses & distributions
- Benefits paid
- $349,207
- Administrative expenses
- $25,895
- Total expenses
- $398,716
- Net increase / (decrease)
- $286,140
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | RECORDKEEPER | $15,137 | $0 | 2023 |
| Vicus Capital | INVESTMENT ADVISOR, OTHE | $6,661 | not reported in the loaded dataset | 2023 |
| Valley Forge Pension Management | CONTRACT ADMIN | $3,259 | not reported in the loaded dataset | 2023 |
| Advised Assets Group | INVESTMENT MGMT | $1,588 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Lodge At Woodloch
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Hawley, PA
- Empower Advisory Group, LLC — Schedule C compensation
- Vicus Capital — Schedule C compensation
- Valley Forge Pension Management — Schedule C compensation
- Advised Assets Group — Schedule C compensation