2023 Form 5500 filing — Colonial Williamsburg Tax Deferred Savings 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 20241014074310NAL0052712354001) for Colonial Williamsburg Tax Deferred Savings Plan, reported by The Colonial Williamsburg Foundation under EIN 54-0505888 and plan number 004. It reports 1,810 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014074310NAL0052712354001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Colonial Williamsburg Foundation
- EIN
- 54-0505888
- Plan number
- 004
- Location
- Williamsburg, VA
- Participants
- 1,810
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $91,250,786
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $91,250,786
- Employer contributions
- $436,003
- Participant contributions
- $4,388,046
- Total income / additions
- $19,369,016
- Benefits paid
- $6,289,239
- Administrative expenses
- $138,711
- Total expenses
- $6,427,950
- Net increase / (decrease)
- $12,941,066
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $146,210 | $0 |