Who sponsors the Wildwood Programs, Inc. Tax Deferred Annuity Program?

Wildwood Programs, Inc. Tax Deferred Annuity Program is reported as sponsored by Wildwood Programs (EIN 22-2132752, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Wildwood Programs, Inc. Tax Deferred Annuity Program?

The latest Form 5500 filing year loaded for Wildwood Programs, Inc. Tax Deferred Annuity Program is 2023.

How many participants does Wildwood Programs, Inc. Tax Deferred Annuity Program report?

Wildwood Programs, Inc. Tax Deferred Annuity Program reports 1,382 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Wildwood Programs, Inc. Tax Deferred Annuity Program?

Wildwood Programs, Inc. Tax Deferred Annuity Program reports $44,409,775 in end-of-year plan assets in its latest loaded Form 5500 filing.

Wildwood Programs, Inc. Tax Deferred Annuity Program — Form 5500 plan (Wildwood Programs)

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, Wildwood Programs, Inc. Tax Deferred Annuity Program is a benefit plan reported by Wildwood Programs under EIN 22-2132752 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,382 participants and $44,409,775 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$44.4MPlan net assets, end of year$44,409,775

Participants1.4KCovered participants reported1,382

Assets / participant$32.1KComputed: assets ÷ participants$32,134 (computed)

Provider compensation$15K2 Schedule C provider row(s)$14,975

Plan sponsor: Wildwood Programs
EIN: 22-2132752
Plan number: 001
Plan type: 2
Location: Latham, NY
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	1,382	H, C	20241001132401NAL0011699328001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$44.4M total assets

Net assets$44.4MLiabilities$0

Money in vs. money out

Total income / additions$10.7M

Total expenses$2.2M

Benefits paid / distributions$2.1M

Contributions

Employer$1.8M

Participant$1.7M

Full reported line items

Net assets

Total assets (EOY): $44,409,775
Total liabilities (EOY): $0
Net assets (EOY): $44,409,775
Net assets (BOY): $33,539,620

Income & contributions

Employer contributions: $1,784,635
Participant contributions: $1,692,434
Total contributions: $3,535,235
Total income / additions: $10,698,970

Expenses & distributions

Benefits paid: $2,135,470
Administrative expenses: $14,975
Total expenses: $2,150,445
Net increase / (decrease): $8,548,525

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Mengel, Metzger, Barr & Co, Llp	NONE	$10,500	not reported in the loaded dataset	2023
Fidelity Investments Institutional	RECORDKEEPER	$4,475	$0	2023