Plan5500

Robert W. Woodruff Arts Center, Inc. Defined Contribution Retirement Plan — Form 5500 plan (Robert W. Woodruff Arts Center, 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, Robert W. Woodruff Arts Center, Inc. Defined Contribution Retirement Plan is a benefit plan reported by Robert W. Woodruff Arts Center, Inc . under EIN 58-0633971 and plan number 003. The latest loaded filing year is 2023. The filing reports 780 participants and $46,786,628 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$46.8MPlan net assets, end of year$46,786,628
Participants780Covered participants reported
Assets / participant$60KComputed: assets ÷ participants$59,983 (computed)
Provider compensation$62.1K2 Schedule C provider row(s)$62,067
Plan sponsor
Robert W. Woodruff Arts Center, Inc .
EIN
58-0633971
Plan number
003
Plan type
2
Location
Atlanta, GA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023780H, C20241015090215NAL0027891921001
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)$46.8M total assets
Net assets$46.8MLiabilities$0
Money in vs. money out
Total income / additions$9.1M
Total expenses$2.4M
Benefits paid / distributions$2.3M
Contributions
Employer$959.7K
Participant$1.2M
Full reported line items

Net assets

Total assets (EOY)
$46,786,628
Total liabilities (EOY)
$0
Net assets (EOY)
$46,786,628
Net assets (BOY)
$40,050,577

Income & contributions

Employer contributions
$959,676
Participant contributions
$1,159,917
Total contributions
$2,141,912
Total income / additions
$9,140,684

Expenses & distributions

Benefits paid
$2,336,887
Administrative expenses
$67,746
Total expenses
$2,404,633
Net increase / (decrease)
$6,736,051
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 45%Participant 55%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners, LLCNONE$32,500not reported in the loaded dataset2023
TiaaSERVICE PROVIDER$29,567$02023

Related Form 5500 pages