2023 Form 5500 filing — Woodward Design + Build, LLC 401(K) Profit Sharing

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 20241220135119NAL0006198001001) for Woodward Design + Build, LLC 401(K) Profit Sharing, reported by Woodward Design + Build, LLC under EIN 72-0355450 and plan number 002. It reports 259 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)$23.8MReported net assets$23,809,621

Participants259

Provider compensation$73.7K2 Schedule C row(s)$73,743

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241220135119NAL0006198001001
Plan sponsor: Woodward Design + Build, LLC
EIN: 72-0355450
Plan number: 002
Location: New Orleans, LA
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)$23.8M total assets

Net assets$23.8MLiabilities—

Money in vs. money out

Total income / additions$5.3M

Total expenses$2.2M

Benefits paid / distributions$2.1M

Contributions

Employer$380K

Participant$1M

Full reported line items

Total assets (EOY): $23,809,621
Net assets (EOY): $23,809,621
Employer contributions: $379,966
Participant contributions: $1,032,897
Total income / additions: $5,264,871
Benefits paid: $2,088,399
Administrative expenses: $73,913
Total expenses: $2,162,312
Net increase / (decrease): $3,102,559

Schedule C

Reported service provider compensation

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

1
Merrill Lynch Pierce Fenner & Smith$53.1K
CONSULTANT · Direct $53.1K · Indirect $0
2
Principal Life Insurance Company$20.6K
CONTRACT ADMINISTRATOR · Direct $20.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241220135119NAL0006198001001 cover?: It is the 2023 Form 5500 filing for Woodward Design + Build, LLC 401(K) Profit Sharing, reported by Woodward Design + Build, LLC (EIN 72-0355450).
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).