Woodbury Financial — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Woodbury Financial is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $125,611 and reported indirect compensation totals $95,019.
Reported compensation summary
- Reported direct compensation
- $125,611
- Reported indirect compensation
- $95,019
- Total reported compensation
- $220,630
- Filings
- 5
- Plan sponsors
- 5
- Plans
- 5
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Eis Group Inc. | CA | 1 | $95,019 |
| Miniat Holdings LLC | IL | 1 | $84,800 |
| Bell-Carter Foods, LLC. | CA | 1 | $34,994 |
| Mcguff Company Inc 401(K) Profit Sharing Plan | CA | 1 | $5,817 |
| Federally Recognized Indian Tribe Standing Rock Sioux | ND | 1 | $0 |
State footprint
Plans reporting Woodbury Financial are sponsored in CA (3), IL (1), ND (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Eis Group Inc. | Eis Group 401(K) Plan | 2023 | $0 | $95,019 |
| Miniat Holdings LLC | Miniat Holdings LLC Employees' Profit Sharing Plan And Trust | 2023 | $84,800 | not reported in the loaded dataset |
| Bell-Carter Foods, LLC. | Bell-Carter Foods, LLC Employee Retirement Plan | 2023 | $34,994 | not reported in the loaded dataset |
| Mcguff Company Inc 401(K) Profit Sharing Plan | Mcguff Company Inc 401(K) Profit Sharing Plan | 2023 | $5,817 | $0 |
| Federally Recognized Indian Tribe Standing Rock Sioux | Prairie Knights Casino 401(K) Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Eis Group 401(K) Plan (plan 001)
- Eis Group Inc. — all reported plans
- Miniat Holdings LLC Employees' Profit Sharing Plan And Trust (plan 003)
- Miniat Holdings LLC — all reported plans
- Bell-Carter Foods, LLC Employee Retirement Plan (plan 002)
- Bell-Carter Foods, LLC. — all reported plans
- Mcguff Company Inc 401(K) Profit Sharing Plan (plan 001)
- Mcguff Company Inc 401(K) Profit Sharing Plan — all reported plans
- Prairie Knights Casino 401(K) Plan (plan 001)
- Federally Recognized Indian Tribe Standing Rock Sioux — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources