2023 Form 5500 filing — Robert W. Woodruff Arts Center, Inc. Defined Contribution 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 20241015090215NAL0027891921001) for Robert W. Woodruff Arts Center, Inc. Defined Contribution Retirement Plan, reported by Robert W. Woodruff Arts Center, Inc . under EIN 58-0633971 and plan number 003. It reports 780 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)$46.8MReported net assets$46,786,628
Participants780
Provider compensation$62.1K2 Schedule C row(s)$62,067
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015090215NAL0027891921001
Plan sponsor
Robert W. Woodruff Arts Center, Inc .
EIN
58-0633971
Plan number
003
Location
Atlanta, GA
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)$46.8M total assets
Net assets$46.8MLiabilities$0
Money in vs. money out
Total income / additions$9.1M
Total expenses$2.4M
Benefits paid / distributions$2.3M
Contributions
Employer$959.7K
Participant$1.2M
Full reported line items
Total assets (EOY)
$46,786,628
Total liabilities (EOY)
$0
Net assets (EOY)
$46,786,628
Employer contributions
$959,676
Participant contributions
$1,159,917
Total income / additions
$9,140,684
Benefits paid
$2,336,887
Administrative expenses
$67,746
Total expenses
$2,404,633
Net increase / (decrease)
$6,736,051

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Capfinancial Partners, LLCNONE$32,500not reported in the loaded dataset
TiaaSERVICE PROVIDER$29,567$0

Related Form 5500 pages