2023 Form 5500 filing — Helen Woodward Animal Center 403(B) 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 20241014162525NAL0013617379001) for Helen Woodward Animal Center 403(B) Retirement Plan, reported by Helen Woodward Animal Center under EIN 23-7228287 and plan number 001. It reports 223 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014162525NAL0013617379001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Helen Woodward Animal Center
- EIN
- 23-7228287
- Plan number
- 001
- Location
- Rancho Santa Fe, CA
- Participants
- 223
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,249,795
- Total liabilities (EOY)
- $4,319
- Net assets (EOY)
- $6,245,476
- Employer contributions
- $209,812
- Participant contributions
- $472,141
- Total income / additions
- $1,594,629
- Benefits paid
- $197,858
- Administrative expenses
- $40,145
- Total expenses
- $238,003
- Net increase / (decrease)
- $1,356,626
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $21,092 | not reported in the loaded dataset |
| Mma Securities LLC | NONE | $19,053 | not reported in the loaded dataset |