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, Wood Partners Retirement & Savings Plan is a benefit plan reported by Wood Real Estate Investors, LLC under EIN 58-2385765 and plan number 001. The latest loaded filing year is 2023. The filing reports 595 participants and $60,355,388 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,355,388
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,355,388
- Net assets (BOY)
- $45,980,039
Income & contributions
- Employer contributions
- $2,855,093
- Participant contributions
- $5,145,234
- Total contributions
- $8,941,827
- Total income / additions
- $17,739,178
Expenses & distributions
- Benefits paid
- $3,199,209
- Administrative expenses
- $164,620
- Total expenses
- $3,363,829
- Net increase / (decrease)
- $14,375,349