2023 Form 5500 filing — Wolf Trap 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 20241009154658NAL0010803667001) for Wolf Trap Foundation 403(B) Plan, reported by Wolf Trap Foundation For The Performing Arts under EIN 23-7011544 and plan number 001. It reports 142 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)$20.1MReported net assets$20,126,139
Participants142
Provider compensation$10.9K1 Schedule C row(s)$10,912
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009154658NAL0010803667001
Plan sponsor
Wolf Trap Foundation For The Performing Arts
EIN
23-7011544
Plan number
001
Location
Vienna, VA
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)$20.1M total assets
Net assets$20.1MLiabilities$0
Money in vs. money out
Total income / additions$4.6M
Total expenses$491K
Benefits paid / distributions$416K
Contributions
Employer$375.2K
Participant$816.9K
Full reported line items
Total assets (EOY)
$20,126,139
Total liabilities (EOY)
$0
Net assets (EOY)
$20,126,139
Employer contributions
$375,206
Participant contributions
$816,879
Total income / additions
$4,624,770
Benefits paid
$415,998
Administrative expenses
$74,980
Total expenses
$490,978
Net increase / (decrease)
$4,133,792
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $10.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009154658NAL0010803667001 cover?
It is the 2023 Form 5500 filing for Wolf Trap Foundation 403(B) Plan, reported by Wolf Trap Foundation For The Performing Arts (EIN 23-7011544).
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