2023 Form 5500 filing — The Lodge At Woodloch 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 20240619071601NAL0003702289001) for The Lodge At Woodloch 401k Plan, reported by The Lodge At Woodloch under EIN 20-3886693 and plan number 001. It reports 209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240619071601NAL0003702289001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- The Lodge At Woodloch
- EIN
- 20-3886693
- Plan number
- 001
- Location
- Hawley, PA
- Participants
- 209
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,323,257
- Total liabilities (EOY)
- $517
- Net assets (EOY)
- $2,322,740
- Employer contributions
- $50,613
- Participant contributions
- $271,425
- Total income / additions
- $684,856
- Benefits paid
- $349,207
- Administrative expenses
- $25,895
- Total expenses
- $398,716
- Net increase / (decrease)
- $286,140
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | RECORDKEEPER | $15,137 | $0 |
| Vicus Capital | INVESTMENT ADVISOR, OTHE | $6,661 | not reported in the loaded dataset |
| Valley Forge Pension Management | CONTRACT ADMIN | $3,259 | not reported in the loaded dataset |
| Advised Assets Group | INVESTMENT MGMT | $1,588 | not reported in the loaded dataset |