Woodhouse Auto Family 401(K) Plan — Form 5500 plan (Woodhouse Ford, 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, Woodhouse Auto Family 401(K) Plan is a benefit plan reported by Woodhouse Ford, Inc. under EIN 47-0565206 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,265 participants and $83,845,903 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$83.8MPlan net assets, end of year$83,845,903
Participants1.3KCovered participants reported1,265
Assets / participant$66.3KComputed: assets ÷ participants$66,281 (computed)
Provider compensation$62.8K2 Schedule C provider row(s)$62,826
Plan sponsor
Woodhouse Ford, Inc.
EIN
47-0565206
Plan number
001
Plan type
2
Location
Omaha, NE
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,265H, C20241015160011NAL0030264401001
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)$83.8M total assets
Net assets$83.8MLiabilities$0
Money in vs. money out
Total income / additions$22.9M
Total expenses$6.3M
Benefits paid / distributions$6.2M
Contributions
Employer$2.2M
Participant$6.4M
Full reported line items

Net assets

Total assets (EOY)
$83,845,903
Total liabilities (EOY)
$0
Net assets (EOY)
$83,845,903
Net assets (BOY)
$67,228,532

Income & contributions

Employer contributions
$2,201,096
Participant contributions
$6,388,335
Total contributions
$10,527,906
Total income / additions
$22,925,672

Expenses & distributions

Benefits paid
$6,244,975
Administrative expenses
$63,326
Total expenses
$6,308,301
Net increase / (decrease)
$16,617,371
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.

Contribution share (employer vs. participant)
Employer 26%Participant 74%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
United Of OmahaINVESTMENT COMPANY$37,326$02023
Eide Bailly Cpas And AdvisorsNONE$25,500not reported in the loaded dataset2023

Related Form 5500 pages