2023 Form 5500 filing — Woodward Academy, Inc. Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240707194803NAL0011634801001) for Woodward Academy, Inc. Retirement Plan, reported by Woodward Academy, Inc. under EIN 58-0625584 and plan number 004. It reports 1,021 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240707194803NAL0011634801001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Woodward Academy, Inc.
- EIN
- 58-0625584
- Plan number
- 004
- Location
- College Park, GA
- Participants
- 1,021
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $121,491,140
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $121,491,140
- Employer contributions
- $2,103,992
- Participant contributions
- $3,450,542
- Total income / additions
- $22,554,155
- Benefits paid
- $7,288,220
- Administrative expenses
- $273,792
- Total expenses
- $7,562,012
- Net increase / (decrease)
- $14,992,143
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $100,914 | $0 |
| Mma Securities LLC | ADVISOR | $70,000 | not reported in the loaded dataset |
| Woodward Academy | NONE | $65,297 | not reported in the loaded dataset |
| Pentegra Services, Inc | TPA | $33,935 | not reported in the loaded dataset |