Woodwell Climate Research Center, Inc. Dc Retirement Plan — Form 5500 plan (Woodwell Climate Research Center, Inc)

Plain-English plan 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, Woodwell Climate Research Center, Inc. Dc Retirement Plan is a benefit plan reported by Woodwell Climate Research Center, Inc under EIN 04-3005094 and plan number 001. The latest loaded filing year is 2023. The filing reports 193 participants and $26,255,654 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Woodwell Climate Research Center, Inc
EIN
04-3005094
Plan number
001
Plan type
2
Location
Falmouth, MA
Latest filing year
2023
Participants
193
End-of-year plan assets
$26,255,654

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023193H, C20240923102215NAL0011247377001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,255,654
Total liabilities (EOY)
$0
Net assets (EOY)
$26,255,654
Net assets (BOY)
$21,747,930

Income & contributions

Employer contributions
$890,256
Participant contributions
$971,571
Total contributions
$1,861,827
Total income / additions
$5,033,491

Expenses & distributions

Benefits paid
$478,547
Administrative expenses
$10,654
Total expenses
$525,767
Net increase / (decrease)
$4,507,724

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
CaptrustNONE$7,960not reported in the loaded dataset2023
TiaaNONE$75$02023

Related Form 5500 pages