2023 Form 5500 filing — Woodmont Real Estate Services, L.P. 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 20250715172147NAL0003723840001) for Woodmont Real Estate Services, L.P. 401(K) Profit Sharing Plan, reported by Woodmont Real Estate Services, Lp under EIN 94-3209029 and plan number 001. It reports 503 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)$28.7MReported net assets$28,748,701
Participants503
Provider compensation$10.9K2 Schedule C row(s)$10,888
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250715172147NAL0003723840001
- Plan sponsor
- Woodmont Real Estate Services, Lp
- EIN
- 94-3209029
- Plan number
- 001
- Location
- Belmont, CA
- 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)$28.7M total assets
Net assets$28.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $28,748,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,748,701
- Employer contributions
- $196,716
- Participant contributions
- $2,035,241
- Total income / additions
- $8,499,742
- Benefits paid
- $1,249,007
- Administrative expenses
- $17,467
- Total expenses
- $1,268,489
- Net increase / (decrease)
- $7,231,253
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $5,628 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $5,260 | not reported in the loaded dataset |