Woodlands 401(K) Profit Sharing Plan — Form 5500 plan (Woodlands Medical Specialists Pa)
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, Woodlands 401(K) Profit Sharing Plan is a benefit plan reported by Woodlands Medical Specialists Pa under EIN 26-1802830 and plan number 001. The latest loaded filing year is 2023. The filing reports 451 participants and $35,868,794 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Woodlands Medical Specialists Pa
- EIN
- 26-1802830
- Plan number
- 001
- Plan type
- 2
- Location
- Pensacola, FL
- Latest filing year
- 2023
- Participants
- 451
- End-of-year plan assets
- $35,868,794
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 451 | H, C | 20250317105333NAL0000873939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,868,794
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,868,794
- Net assets (BOY)
- $28,476,953
Income & contributions
- Employer contributions
- $1,639,974
- Participant contributions
- $1,136,621
- Total contributions
- $2,913,603
- Total income / additions
- $7,741,364
Expenses & distributions
- Benefits paid
- $343,768
- Administrative expenses
- $5,755
- Total expenses
- $349,523
- Net increase / (decrease)
- $7,391,841
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great West Life & Annuity Insurance | RECORDKEEPER | $2,944 | $0 | 2023 |
| Dwc Erisa Consultants, LLC | CONTRACT ADMIN | $2,586 | not reported in the loaded dataset | 2023 |