Woods Bagot 401(K) Plan — Form 5500 plan (Woods Bagot Architects Pc)
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, Woods Bagot 401(K) Plan is a benefit plan reported by Woods Bagot Architects Pc under EIN 26-2993497 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $9,475,520 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Woods Bagot Architects Pc
- EIN
- 26-2993497
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $9,475,520
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20241010105234NAL0011390067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,475,520
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,475,520
- Net assets (BOY)
- $8,343,169
Income & contributions
- Employer contributions
- $515,181
- Participant contributions
- $1,124,647
- Total contributions
- $1,919,291
- Total income / additions
- $3,450,278
Expenses & distributions
- Benefits paid
- $2,296,262
- Administrative expenses
- $21,665
- Total expenses
- $2,317,927
- Net increase / (decrease)
- $1,132,351
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Equitable Advisors LLC | BROKER/ADVISOR | $0 | $16,294 | 2023 |
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $11,317 | $0 | 2023 |
| California Retirement Plans | CONTRACT ADMIN/TPA | $9,563 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Woods Bagot Architects Pc
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Equitable Advisors LLC — Schedule C compensation
- Empower Annuity Insurance Co. Of Am — Schedule C compensation
- California Retirement Plans — Schedule C compensation