Wildwood Programs, Inc. Tax Deferred Annuity Program — Form 5500 plan (Wildwood Programs)

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, Wildwood Programs, Inc. Tax Deferred Annuity Program is a benefit plan reported by Wildwood Programs under EIN 22-2132752 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,382 participants and $44,409,775 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wildwood Programs
EIN
22-2132752
Plan number
001
Plan type
2
Location
Latham, NY
Latest filing year
2023
Participants
1,382
End-of-year plan assets
$44,409,775

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,382H, C20241001132401NAL0011699328001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,409,775
Total liabilities (EOY)
$0
Net assets (EOY)
$44,409,775
Net assets (BOY)
$33,539,620

Income & contributions

Employer contributions
$1,784,635
Participant contributions
$1,692,434
Total contributions
$3,535,235
Total income / additions
$10,698,970

Expenses & distributions

Benefits paid
$2,135,470
Administrative expenses
$14,975
Total expenses
$2,150,445
Net increase / (decrease)
$8,548,525

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mengel, Metzger, Barr & Co, LlpNONE$10,500not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$4,475$02023

Related Form 5500 pages