2023 Form 5500 filing — Hillwood Estate, Museum & Gardens 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 20241002074932NAL0013875344001) for Hillwood Estate, Museum & Gardens 403(B) Plan, reported by Hillwood Estate, Museum & Gardens under EIN 52-6080752 and plan number 002. It reports 189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.4MReported net assets$9,381,279
Participants189
Provider compensation$38.2K2 Schedule C row(s)$38,249
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002074932NAL0013875344001
Plan sponsor
Hillwood Estate, Museum & Gardens
EIN
52-6080752
Plan number
002
Location
Washington, DC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.4M total assets
Net assets$9.4MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$551.5K
Benefits paid / distributions$513.3K
Contributions
Employer$341.5K
Participant$350K
Full reported line items
Total assets (EOY)
$9,381,279
Total liabilities (EOY)
$0
Net assets (EOY)
$9,381,279
Employer contributions
$341,513
Participant contributions
$349,984
Total income / additions
$1,957,609
Benefits paid
$513,258
Administrative expenses
$38,249
Total expenses
$551,507
Net increase / (decrease)
$1,406,102
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $20.2K · Indirect $0
  2. 2
    NONE · Direct $18K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002074932NAL0013875344001 cover?
It is the 2023 Form 5500 filing for Hillwood Estate, Museum & Gardens 403(B) Plan, reported by Hillwood Estate, Museum & Gardens (EIN 52-6080752).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages