2023 Form 5500 filing — Wildwood Programs, Inc. Tax Deferred Annuity Program
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 20241001132401NAL0011699328001) for Wildwood Programs, Inc. Tax Deferred Annuity Program, reported by Wildwood Programs under EIN 22-2132752 and plan number 001. It reports 1,382 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$44.4MReported net assets$44,409,775
Participants1.4K1,382
Provider compensation$15K2 Schedule C row(s)$14,975
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241001132401NAL0011699328001
- Plan sponsor
- Wildwood Programs
- EIN
- 22-2132752
- Plan number
- 001
- Location
- Latham, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$44.4M total assets
Net assets$44.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $44,409,775
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,409,775
- Employer contributions
- $1,784,635
- Participant contributions
- $1,692,434
- Total income / additions
- $10,698,970
- Benefits paid
- $2,135,470
- Administrative expenses
- $14,975
- Total expenses
- $2,150,445
- Net increase / (decrease)
- $8,548,525
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mengel, Metzger, Barr & Co, Llp | NONE | $10,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $4,475 | $0 |