Employees' Profit Sharing Plan Of Woods Rogers Plc — Form 5500 plan (Woods Rogers Vandeventer Black Plc)
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, Employees' Profit Sharing Plan Of Woods Rogers Plc is a benefit plan reported by Woods Rogers Vandeventer Black Plc under EIN 54-1294386 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Woods Rogers Vandeventer Black Plc
- EIN
- 54-1294386
- Plan number
- 001
- Plan type
- 2
- Location
- Roanoke, VA
- Latest filing year
- 2023
- Participants
- 181
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H, C | 20240814100201NAL0025281794001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Net assets (BOY)
- $60,197,640
Income & contributions
- Employer contributions
- $236,495
- Participant contributions
- $969,945
- Total contributions
- $1,206,440
- Total income / additions
- $6,197,770
Expenses & distributions
- Benefits paid
- $3,293,345
- Administrative expenses
- $151,923
- Total expenses
- $3,445,268
- Net increase / (decrease)
- $2,752,502
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cap Financial Partners LLC | NONE | $76,630 | not reported in the loaded dataset | 2023 |
| Oneamerica Retirement Services LLC | NONE | $75,292 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Woods Rogers Vandeventer Black Plc
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Roanoke, VA
- Cap Financial Partners LLC — Schedule C compensation
- Oneamerica Retirement Services LLC — Schedule C compensation
- Matrix Trust Company — Schedule C compensation