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 Rodgers 401(K) Plan is a benefit plan reported by Wood Rodgers, Inc under EIN 91-1762478 and plan number 001. The latest loaded filing year is 2023. The filing reports 411 participants and $60,963,129 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,963,129
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,963,129
- Net assets (BOY)
- $49,828,956
Income & contributions
- Employer contributions
- $1,066,887
- Participant contributions
- $3,590,789
- Total contributions
- $4,765,173
- Total income / additions
- $13,626,503
Expenses & distributions
- Benefits paid
- $2,371,618
- Administrative expenses
- $120,712
- Total expenses
- $2,492,330
- Net increase / (decrease)
- $11,134,173