Redwood Trust, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Redwood Trust, 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, Redwood Trust, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Redwood Trust, Inc. under EIN 68-0329422 and plan number 001. The latest loaded filing year is 2023. The filing reports 520 participants and $52,830,160 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Redwood Trust, Inc.
EIN
68-0329422
Plan number
001
Plan type
2
Location
Mill Valley, CA
Latest filing year
2023
Participants
520
End-of-year plan assets
$52,830,160

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023520H, C20241015180412NAL0049265600001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$52,830,160
Total liabilities (EOY)
$0
Net assets (EOY)
$52,830,160
Net assets (BOY)
$44,782,138

Income & contributions

Employer contributions
$1,627,616
Participant contributions
$4,132,554
Total contributions
$6,064,955
Total income / additions
$14,349,149

Expenses & distributions

Benefits paid
$6,223,363
Administrative expenses
$37,828
Total expenses
$6,301,127
Net increase / (decrease)
$8,048,022

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$37,828$02023

Related Form 5500 pages