Wood Partners Retirement & Savings Plan — Form 5500 plan (Wood Real Estate Investors, 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, Wood Partners Retirement & Savings Plan is a benefit plan reported by Wood Real Estate Investors, LLC under EIN 58-2385765 and plan number 001. The latest loaded filing year is 2023. The filing reports 595 participants and $60,355,388 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wood Real Estate Investors, LLC
EIN
58-2385765
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
595
End-of-year plan assets
$60,355,388

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023595H, C20240925144510NAL0008423875001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$60,355,388
Total liabilities (EOY)
$0
Net assets (EOY)
$60,355,388
Net assets (BOY)
$45,980,039

Income & contributions

Employer contributions
$2,855,093
Participant contributions
$5,145,234
Total contributions
$8,941,827
Total income / additions
$17,739,178

Expenses & distributions

Benefits paid
$3,199,209
Administrative expenses
$164,620
Total expenses
$3,363,829
Net increase / (decrease)
$14,375,349

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
J.P. Morgan Securities LLCINVESTMENT ADVISORY$90,148$482023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$74,472$02023

Related Form 5500 pages