2023 Form 5500 filing — Wood Rodgers 401(K) 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 20240702135036NAL0010510194001) for Wood Rodgers 401(K) Plan, reported by Wood Rodgers, Inc under EIN 91-1762478 and plan number 001. It reports 411 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240702135036NAL0010510194001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wood Rodgers, Inc
- EIN
- 91-1762478
- Plan number
- 001
- Location
- Sacramento, CA
- Participants
- 411
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,963,129
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,963,129
- Employer contributions
- $1,066,887
- Participant contributions
- $3,590,789
- Total income / additions
- $13,626,503
- Benefits paid
- $2,371,618
- Administrative expenses
- $120,712
- Total expenses
- $2,492,330
- Net increase / (decrease)
- $11,134,173
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Planning Advisors LLC | NONE | $78,710 | not reported in the loaded dataset |
| T Rowe Price Rps Inc | NONE | $27,894 | $0 |
| Clifton Larson Allen Llp | NONE | $14,175 | not reported in the loaded dataset |