Woudenberg Enterprises, LLC 401(K) Plan — Form 5500 plan (Woudenberg Enterprises, LLC)
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, Woudenberg Enterprises, LLC 401(K) Plan is a benefit plan reported by Woudenberg Enterprises, LLC under EIN 20-1228966 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $9,125,285 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Woudenberg Enterprises, LLC
- EIN
- 20-1228966
- Plan number
- 001
- Plan type
- 2
- Location
- Scottsdale, AZ
- Latest filing year
- 2023
- Participants
- 154
- End-of-year plan assets
- $9,125,285
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 154 | H, C | 20241015173628NAL0050714928001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,125,285
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,125,285
- Net assets (BOY)
- $6,768,637
Income & contributions
- Employer contributions
- $484,469
- Participant contributions
- $749,364
- Total contributions
- $1,608,504
- Total income / additions
- $2,742,270
Expenses & distributions
- Benefits paid
- $326,338
- Administrative expenses
- $63,653
- Total expenses
- $385,622
- Net increase / (decrease)
- $2,356,648
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity Services LLC Db | INVESTMENT ADVISOR | $44,110 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $16,149 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,394 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Woudenberg Enterprises, LLC
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Scottsdale, AZ
- Commonwealth Equity Services LLC Db — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation