Plan5500

Woods Services, Inc. 403(B) Plan — Form 5500 plan (Woods Services, 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, Woods Services, Inc. 403(B) Plan is a benefit plan reported by Woods Services, Inc. under EIN 23-1322002 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,290 participants and $45,590,274 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Woods Services, Inc.
EIN
23-1322002
Plan number
001
Plan type
2
Location
Langhorne, PA
Latest filing year
2023
Participants
2,290
End-of-year plan assets
$45,590,274

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,290H, C20240909131026NAL0010446082001
20231,281H, C20250414202506NAL0002341281001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$112,903,820
Net assets (EOY)
$112,903,820
Net assets (BOY)
$117,438,107

Income & contributions

Total income / additions
$926,625

Expenses & distributions

Benefits paid
$5,438,380
Administrative expenses
$22,532
Total expenses
$5,460,912
Net increase / (decrease)
-$4,534,287

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$81,053$02023
U.S. Bank National AssociationNONE$22,532$02023

Related Form 5500 pages