Wolf Trap Foundation For The Performing Arts — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Wolf Trap Foundation For The Performing Arts (EIN 23-7011544) is a plan sponsor located in Vienna, VA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-7011544
Location
Vienna, VA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Wolf Trap Foundation For The Performing Arts

  • 3 loaded plans hold $20.1M in reported assets.
  • The largest, Wolf Trap Foundation 403(B) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 355 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.1MSummed across loaded plans$20,126,139
Total reported assets$20.1M$20,126,139
Total reported participants355
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$20.1M total assets
Net assets$20.1MLiabilities$0
Contributions & income
Employer contributions$375.2K
Participant contributions$816.9K
Total income / additions$4.6M
Expenses & distributions
Benefits paid / distributions$416K
Total expenses$491K
Net increase / (decrease)$4.1M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Wolf Trap Foundation 403(B) Plan
Participants per plan118Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 142 participants · 2023
  2. 2
    Plan #502 · 110 participants · 2023
  3. 3
    Wolf Trap Foundation For The Performing Artsnot reported in the loaded dataset
    Plan #501 · 103 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Wolf Trap Foundation For The Performing Arts. Open one for its full reported snapshot.

  1. 2023
    Wolf Trap Foundation 403(B) Plan142 participants · 2Sch HSch C
    View filing →
  2. 2023
    Wolf Trap Foundation For The Performing Arts103 participants · 2No schedules
    View filing →
  3. 2023
    Wolf Trap Foundation For The Performing Arts Medical, & Dental Plan110 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Wolf Trap Foundation For The Performing Arts report on Form 5500?
Wolf Trap Foundation For The Performing Arts (EIN 23-7011544) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Wolf Trap Foundation For The Performing Arts?
The Employer Identification Number (EIN) reported for Wolf Trap Foundation For The Performing Arts is 23-7011544.
What is the latest Form 5500 filing year for Wolf Trap Foundation For The Performing Arts?
The latest loaded Form 5500 filing year for Wolf Trap Foundation For The Performing Arts is 2023.

Related Form 5500 pages