2023 Form 5500 filing — Woodberry Forest School 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 20250310130753NAL0009756179001) for Woodberry Forest School Defined Contribution Retirement Plan, reported by Woodberry Forest School under EIN 54-0519590 and plan number 003. It reports 474 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250310130753NAL0009756179001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Woodberry Forest School
- EIN
- 54-0519590
- Plan number
- 003
- Location
- Woodberry Forest, VA
- Participants
- 474
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,797,216
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,797,216
- Employer contributions
- $1,414,081
- Participant contributions
- $1,203,654
- Total income / additions
- $11,802,353
- Benefits paid
- $2,111,777
- Administrative expenses
- $148,311
- Total expenses
- $2,260,088
- Net increase / (decrease)
- $9,542,265
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors | ADVISOR | $56,035 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $52,971 | $0 |
| Hantzmon Wiebel, Llp | AUDITOR | $19,500 | not reported in the loaded dataset |
| Resources Investment Advisors, Inc. | ADVISOR | $17,022 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | CONSULTANT | $3,532 | not reported in the loaded dataset |