2023 Form 5500 filing — Woodbury University 403(B) Retirement Plan For Employees
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 20241015180542NAL0017015971001) for Woodbury University 403(B) Retirement Plan For Employees, reported by Woodbury University under EIN 95-2786163 and plan number 003. It reports 406 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)$37.5MReported net assets$37,507,909
Participants406
Provider compensation$28.8K1 Schedule C row(s)$28,778
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015180542NAL0017015971001
- Plan sponsor
- Woodbury University
- EIN
- 95-2786163
- Plan number
- 003
- Location
- Burbank, CA
- Received date
- not reported in the loaded dataset
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)$37.5M total assets
Net assets$37.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $37,507,909
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,507,909
- Employer contributions
- $1,022,708
- Participant contributions
- $1,250,534
- Total income / additions
- $7,390,204
- Benefits paid
- $2,308,405
- Administrative expenses
- $28,919
- Total expenses
- $2,337,324
- Net increase / (decrease)
- $5,052,880
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $28,778 | $0 |