Woodberry Forest School Defined Contribution Retirement Plan — Form 5500 plan (Woodberry Forest School)
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, Woodberry Forest School Defined Contribution Retirement Plan is a benefit plan reported by Woodberry Forest School under EIN 54-0519590 and plan number 003. The latest loaded filing year is 2023. The filing reports 474 participants and $73,797,216 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Woodberry Forest School
- EIN
- 54-0519590
- Plan number
- 003
- Plan type
- 2
- Location
- Woodberry Forest, VA
- Latest filing year
- 2023
- Participants
- 474
- End-of-year plan assets
- $73,797,216
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 474 | H, C | 20250310130753NAL0009756179001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,797,216
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,797,216
- Net assets (BOY)
- $64,254,951
Income & contributions
- Employer contributions
- $1,414,081
- Participant contributions
- $1,203,654
- Total contributions
- $2,682,871
- Total income / additions
- $11,802,353
Expenses & distributions
- Benefits paid
- $2,111,777
- Administrative expenses
- $148,311
- Total expenses
- $2,260,088
- Net increase / (decrease)
- $9,542,265
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors | ADVISOR | $56,035 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $52,971 | $0 | 2023 |
| Hantzmon Wiebel, Llp | AUDITOR | $19,500 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors, Inc. | ADVISOR | $17,022 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTANT | $3,532 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Woodberry Forest School
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Woodberry Forest, VA
- Onedigital Investment Advisors — Schedule C compensation
- Tiaa — Schedule C compensation
- Hantzmon Wiebel, Llp — Schedule C compensation
- Resources Investment Advisors, Inc. — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation