Plan5500

Wood Mackenzie, Inc. 401(K) Plan — Form 5500 plan (Wood Mackenzie, Inc.)

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, Wood Mackenzie, Inc. 401(K) Plan is a benefit plan reported by Wood Mackenzie, Inc. under EIN 01-0564533 and plan number 001. The latest loaded filing year is 2023. The filing reports 808 participants and $91,101,892 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wood Mackenzie, Inc.
EIN
01-0564533
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
808
End-of-year plan assets
$91,101,892

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023808H, C20241002101924NAL0003945155001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$91,101,892
Total liabilities (EOY)
$0
Net assets (EOY)
$91,101,892
Net assets (BOY)
$76,353,012

Income & contributions

Employer contributions
$2,810,309
Participant contributions
$5,353,702
Total contributions
$9,524,904
Total income / additions
$23,657,322

Expenses & distributions

Benefits paid
$8,692,895
Administrative expenses
$215,547
Total expenses
$8,908,442
Net increase / (decrease)
$14,748,880

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alliancebernstein L.P.INVESTMENT ADVISORY$119,121$142023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$96,426$02023

Related Form 5500 pages