Perimeter Healthcare 401(K) Plan — Form 5500 plan (Woodridge Management, 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, Perimeter Healthcare 401(K) Plan is a benefit plan reported by Woodridge Management, Inc. under EIN 20-4889788 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,435 participants and $4,635,653 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Woodridge Management, Inc.
EIN
20-4889788
Plan number
001
Plan type
2
Location
Alpharetta, GA
Latest filing year
2023
Participants
1,435
End-of-year plan assets
$4,635,653

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,435H, C20241013151508NAL0042380288001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,635,653
Total liabilities (EOY)
$0
Net assets (EOY)
$4,635,653
Net assets (BOY)
$3,537,219

Income & contributions

Employer contributions
$384,874
Participant contributions
$828,726
Total contributions
$1,369,599
Total income / additions
$1,941,414

Expenses & distributions

Benefits paid
$760,154
Administrative expenses
$82,826
Total expenses
$842,980
Net increase / (decrease)
$1,098,434

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Professional Capital ServicesCONTRACT ADMINISTRATOR$115,440$02023

Related Form 5500 pages