2023 Form 5500 filing — Pomperaug Woods, Inc. Internal Revenue Code Section 403(B) Tax Deferred Annuity 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 20250411101749NAL0014042547001) for Pomperaug Woods, Inc. Internal Revenue Code Section 403(B) Tax Deferred Annuity Plan, reported by Pomperaug Woods, Inc. under EIN 06-1073286 and plan number 001. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411101749NAL0014042547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pomperaug Woods, Inc.
- EIN
- 06-1073286
- Plan number
- 001
- Location
- Southbury, CT
- Participants
- 154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,847,197
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,847,197
- Employer contributions
- $68,630
- Participant contributions
- $230,439
- Total income / additions
- $856,714
- Benefits paid
- $363,259
- Administrative expenses
- $25,524
- Total expenses
- $388,783
- Net increase / (decrease)
- $467,931
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $14,828 | $0 |
| Wells Thomas, LLC | CONTRACT ADMINISTRATOR | $10,696 | $2,124 |
| Morgan Stanley Smith Barney LLC | OTHER SERVICES | $0 | $9,496 |