Woodbury Financial Svcs — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Woodbury Financial Svcs is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $3,120 and reported indirect compensation totals $241,376.

Reported compensation summary

Reported direct compensation
$3,120
Reported indirect compensation
$241,376
Total reported compensation
$244,496
Filings
5
Plan sponsors
5
Plans
5
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Woodbury Financial Svcs
SponsorStatePlansReported compensation
La Clinica De La Raza, Inc.CA1$100,000
American College Of Emergency PhysiciansTX1$56,212
Brightland Homes, LtdTX1$45,988
Everett Graphics, Inc.CA1$25,020
United Way Of Metropolitan Dallas, Inc.TX1$17,276

State footprint

Plans reporting Woodbury Financial Svcs are sponsored in TX (3), CA (2).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
La Clinica De La Raza, Inc.La Clinica De La Raza, Inc. 403(B) Plan2023$0$100,000
American College Of Emergency PhysiciansAmerican College Of Emergency Physicians 401(K) Ps Plan2023$0$56,212
Brightland Homes, LtdBrightland Homes, Ltd 401(K) Plan2023$0$45,988
Everett Graphics, Inc.Everett Graphics, Inc. Salary Deferral & Profit Sharing Plan2023$3,120$21,900
United Way Of Metropolitan Dallas, Inc.403(B) Savings Plan For United Way Of Metropolitan Dallas, Inc.2023$0$17,276

Related Form 5500 pages