Woodsage LLC 401(K) Plan — Form 5500 plan (Woodsage LLC)
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, Woodsage LLC 401(K) Plan is a benefit plan reported by Woodsage LLC under EIN 47-2068738 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $6,367,273 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Woodsage LLC
- EIN
- 47-2068738
- Plan number
- 001
- Plan type
- 2
- Location
- Holland, OH
- Latest filing year
- 2023
- Participants
- 137
- End-of-year plan assets
- $6,367,273
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 137 | H, C | 20241014081557NAL0051528754001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,367,273
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,367,273
- Net assets (BOY)
- $4,806,287
Income & contributions
- Employer contributions
- $362,812
- Participant contributions
- $599,470
- Total contributions
- $1,141,698
- Total income / additions
- $2,038,066
Expenses & distributions
- Benefits paid
- $449,119
- Administrative expenses
- $26,347
- Total expenses
- $477,080
- Net increase / (decrease)
- $1,560,986
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $14,765 | $0 | 2023 |
| Venture Visionary Partners LLC | ADVISOR | $10,000 | not reported in the loaded dataset | 2023 |