2023 Form 5500 filing — Woodberry Forest School Defined Contribution 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 20250310130753NAL0009756179001) for Woodberry Forest School Defined Contribution Retirement Plan, reported by Woodberry Forest School under EIN 54-0519590 and plan number 003. It reports 474 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)$73.8MReported net assets$73,797,216
Participants474
Provider compensation$149.1K5 Schedule C row(s)$149,060
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250310130753NAL0009756179001
- Plan sponsor
- Woodberry Forest School
- EIN
- 54-0519590
- Plan number
- 003
- Location
- Woodberry Forest, VA
- 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)$73.8M total assets
Net assets$73.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $73,797,216
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,797,216
- Employer contributions
- $1,414,081
- Participant contributions
- $1,203,654
- Total income / additions
- $11,802,353
- Benefits paid
- $2,111,777
- Administrative expenses
- $148,311
- Total expenses
- $2,260,088
- Net increase / (decrease)
- $9,542,265
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors | ADVISOR | $56,035 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $52,971 | $0 |
| Hantzmon Wiebel, Llp | AUDITOR | $19,500 | not reported in the loaded dataset |
| Resources Investment Advisors, Inc. | ADVISOR | $17,022 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | CONSULTANT | $3,532 | not reported in the loaded dataset |