2023 Form 5500 filing — The William And Flora Hewlett Foundation 403(B) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240822151018NAL0003114595001) for The William And Flora Hewlett Foundation 403(B) Plan, reported by The William And Flora Hewlett Foundation under EIN 94-1655673 and plan number 001. It reports 245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240822151018NAL0003114595001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The William And Flora Hewlett Foundation
- EIN
- 94-1655673
- Plan number
- 001
- Location
- Menlo Park, CA
- Participants
- 245
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $94,361,201
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,361,201
- Employer contributions
- $3,347,275
- Participant contributions
- $2,085,576
- Total income / additions
- $21,865,894
- Benefits paid
- $5,449,841
- Administrative expenses
- $22,703
- Total expenses
- $5,476,366
- Net increase / (decrease)
- $16,389,528
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $22,803 | $0 |