2023 Form 5500 filing — Woodwell Climate Research Center, Inc. Dc 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 20240923102215NAL0011247377001) for Woodwell Climate Research Center, Inc. Dc Retirement Plan, reported by Woodwell Climate Research Center, Inc under EIN 04-3005094 and plan number 001. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240923102215NAL0011247377001
Filing year
2023
Form type
2
Plan sponsor
Woodwell Climate Research Center, Inc
EIN
04-3005094
Plan number
001
Location
Falmouth, MA
Participants
193
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$26,255,654
Total liabilities (EOY)
$0
Net assets (EOY)
$26,255,654
Employer contributions
$890,256
Participant contributions
$971,571
Total income / additions
$5,033,491
Benefits paid
$478,547
Administrative expenses
$10,654
Total expenses
$525,767
Net increase / (decrease)
$4,507,724
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
CaptrustNONE$7,960not reported in the loaded dataset
TiaaNONE$75$0

Related Form 5500 pages