2023 Form 5500 filing — Wood Partners Retirement & Savings 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 20240925144510NAL0008423875001) for Wood Partners Retirement & Savings Plan, reported by Wood Real Estate Investors, LLC under EIN 58-2385765 and plan number 001. It reports 595 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925144510NAL0008423875001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wood Real Estate Investors, LLC
- EIN
- 58-2385765
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 595
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,355,388
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,355,388
- Employer contributions
- $2,855,093
- Participant contributions
- $5,145,234
- Total income / additions
- $17,739,178
- Benefits paid
- $3,199,209
- Administrative expenses
- $164,620
- Total expenses
- $3,363,829
- Net increase / (decrease)
- $14,375,349
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| J.P. Morgan Securities LLC | INVESTMENT ADVISORY | $90,148 | $48 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $74,472 | $0 |