Woodland Centers Employees 401(K) Plan — Form 5500 plan (Woodland Centers)
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 Centers Employees 401(K) Plan is a benefit plan reported by Woodland Centers under EIN 41-0810019 and plan number 002. The latest loaded filing year is 2023. The filing reports 269 participants and $13,757,129 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Woodland Centers
- EIN
- 41-0810019
- Plan number
- 002
- Plan type
- 2
- Location
- Willmar, MN
- Latest filing year
- 2023
- Participants
- 269
- End-of-year plan assets
- $13,757,129
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 269 | H, C | 20241009141923NAL0019418897001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,757,129
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,757,129
- Net assets (BOY)
- $11,281,777
Income & contributions
- Employer contributions
- $673,658
- Participant contributions
- $740,107
- Total contributions
- $1,574,820
- Total income / additions
- $3,504,742
Expenses & distributions
- Benefits paid
- $975,376
- Administrative expenses
- $54,014
- Total expenses
- $1,029,390
- Net increase / (decrease)
- $2,475,352
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Christensen Group Financial LLC | INVESTMENT ADVISOR | $30,448 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $21,046 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,520 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Woodland Centers
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Willmar, MN
- Christensen Group Financial LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation