2023 Form 5500 filing — Woods Hole Group 401(K) 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 20241010102556NAL0020817937001) for Woods Hole Group 401(K) Profit Sharing Plan, reported by Woods Hole Group under EIN 04-3408801 and plan number 001. It reports 115 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)$15.4MReported net assets$15,402,205
Participants115
Provider compensation$50.5K3 Schedule C row(s)$50,480
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010102556NAL0020817937001
Plan sponsor
Woods Hole Group
EIN
04-3408801
Plan number
001
Location
Bourne, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$15.4M total assets
Net assets$15.4MLiabilities$0
Money in vs. money out
Total income / additions$3.4M
Total expenses$2M
Benefits paid / distributions$1.9M
Contributions
Employer$414K
Participant$765.3K
Full reported line items
Total assets (EOY)
$15,402,205
Total liabilities (EOY)
$0
Net assets (EOY)
$15,402,205
Employer contributions
$413,952
Participant contributions
$765,332
Total income / additions
$3,402,325
Benefits paid
$1,933,115
Administrative expenses
$48,437
Total expenses
$2,010,394
Net increase / (decrease)
$1,391,931
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $36.9K · Indirect $2K
  2. 2
    Adp, Inc.$11.5K
    RECORD KEEPER · Direct $11.5K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010102556NAL0020817937001 cover?
It is the 2023 Form 5500 filing for Woods Hole Group 401(K) Profit Sharing Plan, reported by Woods Hole Group (EIN 04-3408801).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages