Wildwood School Inc. Dc Retirement Plan — Form 5500 plan (Wildwood School)
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 School Inc. Dc Retirement Plan is a benefit plan reported by Wildwood School under EIN 95-2921998 and plan number 001. The latest loaded filing year is 2023. The filing reports 357 participants and $38,650,989 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wildwood School
- EIN
- 95-2921998
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 357
- End-of-year plan assets
- $38,650,989
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 357 | H, C | 20240917111951NAL0005032272001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,650,989
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,650,989
- Net assets (BOY)
- $31,301,260
Income & contributions
- Employer contributions
- $848,802
- Participant contributions
- $1,013,769
- Total contributions
- $2,643,716
- Total income / additions
- $8,203,115
Expenses & distributions
- Benefits paid
- $804,446
- Administrative expenses
- $36,616
- Total expenses
- $853,386
- Net increase / (decrease)
- $7,349,729
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Windes, Inc. | AUDITOR | $12,000 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $11,296 | $0 | 2023 |
| Well And Good, LLC | ADVISOR | $9,340 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTING - PENSION | $4,280 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wildwood School
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Windes, Inc. — Schedule C compensation
- Tiaa — Schedule C compensation
- Well And Good, LLC — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation