Helen Woodward Animal Center 403(B) Retirement Plan — Form 5500 plan (Helen Woodward Animal Center)
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, Helen Woodward Animal Center 403(B) Retirement Plan is a benefit plan reported by Helen Woodward Animal Center under EIN 23-7228287 and plan number 001. The latest loaded filing year is 2023. The filing reports 223 participants and $6,249,795 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Helen Woodward Animal Center
- EIN
- 23-7228287
- Plan number
- 001
- Plan type
- 2
- Location
- Rancho Santa Fe, CA
- Latest filing year
- 2023
- Participants
- 223
- End-of-year plan assets
- $6,249,795
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 223 | H, C | 20241014162525NAL0013617379001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,249,795
- Total liabilities (EOY)
- $4,319
- Net assets (EOY)
- $6,245,476
- Net assets (BOY)
- $4,888,850
Income & contributions
- Employer contributions
- $209,812
- Participant contributions
- $472,141
- Total contributions
- $796,023
- Total income / additions
- $1,594,629
Expenses & distributions
- Benefits paid
- $197,858
- Administrative expenses
- $40,145
- Total expenses
- $238,003
- Net increase / (decrease)
- $1,356,626
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $21,092 | not reported in the loaded dataset | 2023 |
| Mma Securities LLC | NONE | $19,053 | not reported in the loaded dataset | 2023 |