Emc/Woodfin 401(K) Plan — Form 5500 plan (Woodfin Heating, 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, Emc/Woodfin 401(K) Plan is a benefit plan reported by Woodfin Heating, Inc. under EIN 54-1061638 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,327 participants and $39,005,290 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$39MPlan net assets, end of year$39,005,290
Participants1.3KCovered participants reported1,327
Assets / participant$29.4KComputed: assets ÷ participants$29,394 (computed)
Provider compensation$60.6K2 Schedule C provider row(s)$60,581
Plan sponsor
Woodfin Heating, Inc.
EIN
54-1061638
Plan number
002
Plan type
2
Location
Richmond, VA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,327 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$39M total assets
Net assets$39MLiabilities$0
Money in vs. money out
Total income / additions$9.1M
Total expenses$4.1M
Benefits paid / distributions$4M
Contributions
Employer$468.4K
Participant$2.5M
Full reported line items

Net assets

Total assets (EOY)
$39,005,290
Total liabilities (EOY)
$0
Net assets (EOY)
$39,005,290
Net assets (BOY)
$34,044,549

Income & contributions

Employer contributions
$468,394
Participant contributions
$2,509,247
Total contributions
$3,085,139
Total income / additions
$9,071,137

Expenses & distributions

Benefits paid
$4,018,889
Administrative expenses
$53,538
Total expenses
$4,110,396
Net increase / (decrease)
$4,960,741
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 16%Participant 84%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income44%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    RECORDKEEPER · Direct $53.6K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $7K

Related Form 5500 pages