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, Woodforest Financial Group, Inc. Employee Stock Ownership Plan is a benefit plan reported by Woodforest Financial Group, Inc. under EIN 76-0163373 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,052 participants and $505,479,647 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $505,479,647
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $505,479,647
- Net assets (BOY)
- $505,839,494
Income & contributions
- Employer contributions
- $1,182,785
- Participant contributions
- $13,997,082
- Total contributions
- $17,325,171
- Total income / additions
- $62,984,199
Expenses & distributions
- Benefits paid
- $62,899,356
- Administrative expenses
- $376,166
- Total expenses
- $63,344,046
- Net increase / (decrease)
- -$359,847