Woodworth, Inc. 401(K) Plan — Form 5500 plan (Woodworth, 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, Woodworth, Inc. 401(K) Plan is a benefit plan reported by Woodworth, Inc. under EIN 38-2905648 and plan number 001. The latest loaded filing year is 2023. The filing reports 439 participants and $4,280,031 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Woodworth, Inc.
- EIN
- 38-2905648
- Plan number
- 001
- Plan type
- 2
- Location
- Pontiac, MI
- Latest filing year
- 2023
- Participants
- 439
- End-of-year plan assets
- $4,280,031
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 439 | H, C | 20241015111641NAL0057171922001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,280,031
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,280,031
- Net assets (BOY)
- $3,472,150
Income & contributions
- Employer contributions
- $74,257
- Participant contributions
- $501,722
- Total contributions
- $575,979
- Total income / additions
- $1,072,874
Expenses & distributions
- Benefits paid
- $258,641
- Administrative expenses
- $5,395
- Total expenses
- $264,993
- Net increase / (decrease)
- $807,881
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Benefit Advantage Inc | CONTRACT ADMIN | $19,383 | $3,632 | 2023 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $7,607 | $0 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $1,964 | not reported in the loaded dataset | 2023 |
| Morningstar Inc | OTHER | $717 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Woodworth, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Pontiac, MI
- The Benefit Advantage Inc — Schedule C compensation
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Morningstar Inc — Schedule C compensation