2023 Form 5500 filing — Woodloch Pines Inc. 401k Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240614070620NAL0015071043001) for Woodloch Pines Inc. 401k Plan, reported by Woodloch Pines, Inc. under EIN 24-0857870 and plan number 001. It reports 467 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240614070620NAL0015071043001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Woodloch Pines, Inc.
- EIN
- 24-0857870
- Plan number
- 001
- Location
- Hawley, PA
- Participants
- 467
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,031,542
- Total liabilities (EOY)
- $40
- Net assets (EOY)
- $12,031,502
- Employer contributions
- $127,216
- Participant contributions
- $710,306
- Total income / additions
- $2,514,853
- Benefits paid
- $302,107
- Administrative expenses
- $66,953
- Total expenses
- $384,168
- Net increase / (decrease)
- $2,130,685
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vicus Capital | INVESTMENT ADVISOR | $31,788 | not reported in the loaded dataset |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $23,364 | $0 |
| Valley Forge Pension Management | CONTRACT ADMIN | $8,088 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,463 | not reported in the loaded dataset |