Emc/Woodfin 401(K) Plan — Form 5500 plan (Woodfin Heating, 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, Emc/Woodfin 401(K) Plan is a benefit plan reported by Woodfin Heating, Inc. under EIN 54-1061638 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,327 participants and $39,005,290 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$39MPlan net assets, end of year$39,005,290
Participants1.3KCovered participants reported1,327
Assets / participant$29.4KComputed: assets ÷ participants$29,394 (computed)
Provider compensation$60.6K2 Schedule C provider row(s)$60,581
- Plan sponsor
- Woodfin Heating, Inc.
- EIN
- 54-1061638
- Plan number
- 002
- Plan type
- 2
- Location
- Richmond, VA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,327 | H, C | 20241010150751NAL0010170067001 |
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)$39M total assets
Net assets$39MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $39,005,290
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,005,290
- Net assets (BOY)
- $34,044,549
Income & contributions
- Employer contributions
- $468,394
- Participant contributions
- $2,509,247
- Total contributions
- $3,085,139
- Total income / additions
- $9,071,137
Expenses & distributions
- Benefits paid
- $4,018,889
- Administrative expenses
- $53,538
- Total expenses
- $4,110,396
- Net increase / (decrease)
- $4,960,741
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.
16%84%
Employer 16%Participant 84%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income44%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $53,581 | $0 | 2023 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $7,000 | not reported in the loaded dataset | 2023 |