2023 Form 5500 filing — Woods Oviatt Gilman, Llp 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 20240731154155NAL0014497395001) for Woods Oviatt Gilman, Llp 401(K) Plan, reported by Woods Oviatt Gilman, Llp under EIN 16-0902614 and plan number 001. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731154155NAL0014497395001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Woods Oviatt Gilman, Llp
- EIN
- 16-0902614
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,213,062
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,213,062
- Employer contributions
- $2,454,924
- Participant contributions
- $1,830,173
- Total income / additions
- $11,761,115
- Benefits paid
- $2,221,915
- Administrative expenses
- $135,807
- Total expenses
- $2,357,722
- Net increase / (decrease)
- $9,403,393
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burke Group, LLC | NONE | $76,880 | $0 |
| Ubs Financial Services, Inc. | ADVISOR | $45,000 | not reported in the loaded dataset |
| Newport Group | NONE | $13,927 | $0 |