Woods Oviatt Gilman Llp — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Woods Oviatt Gilman Llp (EIN 16-0902614) is a plan sponsor located in Rochester, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
16-0902614
Location
Rochester, NY
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$55,213,062
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$55,213,062

Contributions & income

Employer contributions
$2,454,924
Participant contributions
$1,830,173
Total income / additions
$11,761,115

Expenses & distributions

Benefits paid / distributions
$2,221,915
Total expenses
$2,357,722
Net increase / (decrease)
$9,403,393

Coverage

Total reported participants
454
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Woods Oviatt Gilman Llp plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Woods Oviatt Gilman, Llp 401(K) Plan001239$55,213,0622023
Woods Oviatt Gilman Llp Cafeteria Plan501215not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Woods Oviatt Gilman Llp
YearPlanParticipantsSchedulesFiling
2023Woods Oviatt Gilman Llp Cafeteria Plan21520240510140809NAL0069925090001
2023Woods Oviatt Gilman, Llp 401(K) Plan239H, C20240731154155NAL0014497395001

Related Form 5500 pages