2023 Form 5500 filing — Wildwood School Inc. Dc Retirement 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 20240917111951NAL0005032272001) for Wildwood School Inc. Dc Retirement Plan, reported by Wildwood School under EIN 95-2921998 and plan number 001. It reports 357 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917111951NAL0005032272001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wildwood School
- EIN
- 95-2921998
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 357
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,650,989
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,650,989
- Employer contributions
- $848,802
- Participant contributions
- $1,013,769
- Total income / additions
- $8,203,115
- Benefits paid
- $804,446
- Administrative expenses
- $36,616
- Total expenses
- $853,386
- Net increase / (decrease)
- $7,349,729
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Windes, Inc. | AUDITOR | $12,000 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $11,296 | $0 |
| Well And Good, LLC | ADVISOR | $9,340 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | CONSULTING - PENSION | $4,280 | not reported in the loaded dataset |