Woodland Pond 403(B) Pension Plan — Form 5500 plan (Woodland Pond)
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, Woodland Pond 403(B) Pension Plan is a benefit plan reported by Woodland Pond under EIN 30-0164277 and plan number 001. The latest loaded filing year is 2023. The filing reports 368 participants and $3,246,216 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$3.2MPlan net assets, end of year$3,246,216
Participants368Covered participants reported
Assets / participant$8.8KComputed: assets ÷ participants$8,821 (computed)
Provider compensation$18K2 Schedule C provider row(s)$18,000
- Plan sponsor
- Woodland Pond
- EIN
- 30-0164277
- Plan number
- 001
- Plan type
- 2
- Location
- New Paltz, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 368 | H, C | 20241004105457NAL0019486288001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$3.2M total assets
Net assets$3.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $3,246,216
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,246,216
- Net assets (BOY)
- $2,464,594
Income & contributions
- Employer contributions
- $106,323
- Participant contributions
- $377,547
- Total contributions
- $506,164
- Total income / additions
- $968,253
Expenses & distributions
- Benefits paid
- $167,410
- Administrative expenses
- $19,221
- Total expenses
- $186,631
- Net increase / (decrease)
- $781,622
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
22%78%
Employer 22%Participant 78%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plans Admin Services, Inc. | N/A | $10,912 | $0 | 2023 |
| Healthcare Community Securities Cor | N/A | $7,088 | $0 | 2023 |