2023 Form 5500 filing — Pension Retirement Plan For The Employees Of Robert W. Woodruff Arts Center
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 20241015085745NAL0047110240001) for Pension Retirement Plan For The Employees Of Robert W. Woodruff Arts Center, reported by Robert W. Woodruff Arts Center, Inc. under EIN 58-0633971 and plan number 002. It reports 338 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015085745NAL0047110240001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Robert W. Woodruff Arts Center, Inc.
- EIN
- 58-0633971
- Plan number
- 002
- Location
- Atlanta, GA
- Participants
- 338
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,347,835
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,347,835
- Employer contributions
- $1,080,071
- Total income / additions
- $2,760,692
- Benefits paid
- $1,433,856
- Administrative expenses
- $330,445
- Total expenses
- $1,764,301
- Net increase / (decrease)
- $996,391
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jlm Actuarial, LLC | NONE | $28,450 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | NONE | $23,500 | not reported in the loaded dataset |
| Truist Bank | NONE | $19,671 | $0 |
| Smith & Howard, Pc | NONE | $6,000 | not reported in the loaded dataset |