Woodward Design + Build LLC — 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, Woodward Design + Build LLC (EIN 72-0355450) is a plan sponsor located in New Orleans, LA 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
72-0355450
Location
New Orleans, LA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Woodward Design + Build LLC

  • 2 loaded plans hold $23.8M in reported assets.
  • The largest, Woodward Design + Build, LLC 401(K) Profit Sharing, holds 100% of this company's reported plan assets.
  • Plans cover 404 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$23.8MSummed across loaded plans$23,809,621
Total reported assets$23.8M$23,809,621
Total reported participants404
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$23.8M total assets
Net assets$23.8MLiabilities
Contributions & income
Employer contributions$380K
Participant contributions$1M
Total income / additions$5.3M
Expenses & distributions
Benefits paid / distributions$2.1M
Total expenses$2.2M
Net increase / (decrease)$3.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Woodward Design + Build, LLC 401(K) Profit Sharing
Participants per plan202Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #002 · 259 participants · 2023
  2. 2
    Carl E. Woodward, LLC Employee Benefit Plannot reported in the loaded dataset
    Plan #502 · 145 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Woodward Design + Build LLC. Open one for its full reported snapshot.

  1. 2023
    Woodward Design + Build, LLC 401(K) Profit Sharing259 participants · 2Sch HSch C
    View filing →
  2. 2023
    Carl E. Woodward, LLC Employee Benefit Plan145 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Woodward Design + Build LLC report on Form 5500?
Woodward Design + Build LLC (EIN 72-0355450) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Woodward Design + Build LLC?
The Employer Identification Number (EIN) reported for Woodward Design + Build LLC is 72-0355450.
What is the latest Form 5500 filing year for Woodward Design + Build LLC?
The latest loaded Form 5500 filing year for Woodward Design + Build LLC is 2023.

Related Form 5500 pages