Plan5500

Colonial Williamsburg Tax Deferred Savings Plan — Form 5500 plan (The Colonial Williamsburg Foundation)

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, Colonial Williamsburg Tax Deferred Savings Plan is a benefit plan reported by The Colonial Williamsburg Foundation under EIN 54-0505888 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,810 participants and $91,250,786 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Colonial Williamsburg Foundation
EIN
54-0505888
Plan number
004
Plan type
2
Location
Williamsburg, VA
Latest filing year
2023
Participants
1,810
End-of-year plan assets
$91,250,786

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,810H, C20241014074310NAL0052712354001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$91,250,786
Total liabilities (EOY)
$0
Net assets (EOY)
$91,250,786
Net assets (BOY)
$78,309,720

Income & contributions

Employer contributions
$436,003
Participant contributions
$4,388,046
Total contributions
$5,335,646
Total income / additions
$19,369,016

Expenses & distributions

Benefits paid
$6,289,239
Administrative expenses
$138,711
Total expenses
$6,427,950
Net increase / (decrease)
$12,941,066

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$146,210$02023

Related Form 5500 pages