2023 Form 5500 filing — Woods Rogers Vandeventer Black Plc Profit Sharing 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 20241009091655NAL0030809136001) for Woods Rogers Vandeventer Black Plc Profit Sharing Plan, reported by Woods Rogers Vandeventer Black Plc under EIN 54-1294386 and plan number 002. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009091655NAL0030809136001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Woods Rogers Vandeventer Black Plc
- EIN
- 54-1294386
- Plan number
- 002
- Location
- Norfolk, VA
- Participants
- 161
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $120,820,466
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $120,820,466
- Employer contributions
- $785,532
- Participant contributions
- $1,743,210
- Total income / additions
- $15,759,468
- Benefits paid
- $4,591,435
- Administrative expenses
- $50,076
- Total expenses
- $4,645,790
- Net increase / (decrease)
- $11,113,678
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cherry Bekaert Llp | ACCOUNTANT/AUDITOR | $20,475 | not reported in the loaded dataset |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $13,313 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $11,038 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $5,505 | not reported in the loaded dataset |