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, Woodmont Real Estate Services, L.P. 401(K) Profit Sharing Plan is a benefit plan reported by Woodmont Real Estate Services, Lp under EIN 94-3209029 and plan number 001. The latest loaded filing year is 2023. The filing reports 503 participants and $28,748,701 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,748,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,748,701
- Net assets (BOY)
- $21,517,448
Income & contributions
- Employer contributions
- $196,716
- Participant contributions
- $2,035,241
- Total contributions
- $2,445,205
- Total income / additions
- $8,499,742
Expenses & distributions
- Benefits paid
- $1,249,007
- Administrative expenses
- $17,467
- Total expenses
- $1,268,489
- Net increase / (decrease)
- $7,231,253