Plain-English plan 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, Woodard & Curran, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Woodard & Curran, Inc. under EIN 01-0363222 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,578 participants and $225,422,663 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $225,422,663
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $225,422,663
- Net assets (BOY)
- $186,095,193
Income & contributions
- Employer contributions
- $3,581,975
- Participant contributions
- $11,374,068
- Total contributions
- $16,924,932
- Total income / additions
- $52,689,235
Expenses & distributions
- Benefits paid
- $13,193,428
- Administrative expenses
- $156,320
- Total expenses
- $13,361,765
- Net increase / (decrease)
- $39,327,470