Woodland Partners, Inc. Employee Stock Ownership Plan — Form 5500 plan (Woodland Partners, 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, Woodland Partners, Inc. Employee Stock Ownership Plan is a benefit plan reported by Woodland Partners, Inc. under EIN 04-3531186 and plan number 002. The latest loaded filing year is 2023. The filing reports 31 participants and $25,914,057 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Woodland Partners, Inc.
- EIN
- 04-3531186
- Plan number
- 002
- Plan type
- 2
- Location
- Franklin, MA
- Latest filing year
- 2023
- Participants
- 31
- End-of-year plan assets
- $25,914,057
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 31 | I | 20241011112442NAL0038567264001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $25,914,057
- Total liabilities (EOY)
- $1,848,117
- Net assets (EOY)
- $24,065,940
- Net assets (BOY)
- $16,515,485
Income & contributions
- Employer contributions
- $583,450
- Total income / additions
- $8,154,719
Expenses & distributions
- Benefits paid
- $530,333
- Total expenses
- $604,264
- Net increase / (decrease)
- $7,550,455
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.