2023 Form 5500 filing — Woodland Pond 403(B) Pension 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 20241004105457NAL0019486288001) for Woodland Pond 403(B) Pension Plan, reported by Woodland Pond under EIN 30-0164277 and plan number 001. It reports 368 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$3.2MReported net assets$3,246,216
Participants368
Provider compensation$18K2 Schedule C row(s)$18,000
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004105457NAL0019486288001
- Plan sponsor
- Woodland Pond
- EIN
- 30-0164277
- Plan number
- 001
- Location
- New Paltz, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$3.2M total assets
Net assets$3.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,246,216
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,246,216
- Employer contributions
- $106,323
- Participant contributions
- $377,547
- Total income / additions
- $968,253
- Benefits paid
- $167,410
- Administrative expenses
- $19,221
- Total expenses
- $186,631
- Net increase / (decrease)
- $781,622
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plans Admin Services, Inc. | N/A | $10,912 | $0 |
| Healthcare Community Securities Cor | N/A | $7,088 | $0 |