Woods Oviatt Gilman, Llp 401(K) Plan — Form 5500 plan (Woods Oviatt Gilman, Llp)

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, Woods Oviatt Gilman, Llp 401(K) Plan is a benefit plan reported by Woods Oviatt Gilman, Llp under EIN 16-0902614 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $55,213,062 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Woods Oviatt Gilman, Llp
EIN
16-0902614
Plan number
001
Plan type
2
Location
Rochester, NY
Latest filing year
2023
Participants
239
End-of-year plan assets
$55,213,062

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023239H, C20240731154155NAL0014497395001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$55,213,062
Total liabilities (EOY)
$0
Net assets (EOY)
$55,213,062
Net assets (BOY)
$45,809,669

Income & contributions

Employer contributions
$2,454,924
Participant contributions
$1,830,173
Total contributions
$4,444,655
Total income / additions
$11,761,115

Expenses & distributions

Benefits paid
$2,221,915
Administrative expenses
$135,807
Total expenses
$2,357,722
Net increase / (decrease)
$9,403,393

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Burke Group, LLCNONE$76,880$02023
Ubs Financial Services, Inc.ADVISOR$45,000not reported in the loaded dataset2023
Newport GroupNONE$13,927$02023

Related Form 5500 pages