Plan5500

Pomperaug Woods, Inc. Internal Revenue Code Section 403(B) Tax Deferred Annuity Plan — Form 5500 plan (Pomperaug Woods, Inc.)

Plain-English plan 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, Pomperaug Woods, Inc. Internal Revenue Code Section 403(B) Tax Deferred Annuity Plan is a benefit plan reported by Pomperaug Woods, Inc. under EIN 06-1073286 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $2,847,197 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pomperaug Woods, Inc.
EIN
06-1073286
Plan number
001
Plan type
2
Location
Southbury, CT
Latest filing year
2023
Participants
154
End-of-year plan assets
$2,847,197

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023154H, C20250411101749NAL0014042547001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,847,197
Total liabilities (EOY)
$0
Net assets (EOY)
$2,847,197
Net assets (BOY)
$2,379,266

Income & contributions

Employer contributions
$68,630
Participant contributions
$230,439
Total contributions
$310,102
Total income / additions
$856,714

Expenses & distributions

Benefits paid
$363,259
Administrative expenses
$25,524
Total expenses
$388,783
Net increase / (decrease)
$467,931

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$14,828$02023
Wells Thomas, LLCCONTRACT ADMINISTRATOR$10,696$2,1242023
Morgan Stanley Smith Barney LLCOTHER SERVICES$0$9,4962023

Related Form 5500 pages