Robert B. Woods DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Robert B. Woods
  • Sponsor EIN: 226279998
  • Sponsor Address: 29 BEACH RD STE 204, MONMOUTH BEACH, NJ, 077501363
  • Plan Type: DC
  • Plan Number: 001
  • Total Participants: 2
  • Total Assets: $1.9M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20252$1.9M$0$0
20241$1.6M$11,913$0
20231$1.3M$5,541$0
20221$1.1M$5,541$0

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