Woodloch Pines Inc. 401k Plan — Form 5500 plan (Woodloch Pines, 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, Woodloch Pines Inc. 401k Plan is a benefit plan reported by Woodloch Pines, Inc. under EIN 24-0857870 and plan number 001. The latest loaded filing year is 2023. The filing reports 467 participants and $12,031,542 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Woodloch Pines, Inc.
- EIN
- 24-0857870
- Plan number
- 001
- Plan type
- 3
- Location
- Hawley, PA
- Latest filing year
- 2023
- Participants
- 467
- End-of-year plan assets
- $12,031,542
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 467 | H, C | 20240614070620NAL0015071043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,031,542
- Total liabilities (EOY)
- $40
- Net assets (EOY)
- $12,031,502
- Net assets (BOY)
- $9,900,817
Income & contributions
- Employer contributions
- $127,216
- Participant contributions
- $710,306
- Total contributions
- $859,419
- Total income / additions
- $2,514,853
Expenses & distributions
- Benefits paid
- $302,107
- Administrative expenses
- $66,953
- Total expenses
- $384,168
- Net increase / (decrease)
- $2,130,685
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vicus Capital | INVESTMENT ADVISOR | $31,788 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $23,364 | $0 | 2023 |
| Valley Forge Pension Management | CONTRACT ADMIN | $8,088 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,463 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Woodloch Pines, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Hawley, PA
- Vicus Capital — Schedule C compensation
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Valley Forge Pension Management — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation