Plan5500

Woodward Academy, Inc. Retirement Plan — Form 5500 plan (Woodward Academy, 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, Woodward Academy, Inc. Retirement Plan is a benefit plan reported by Woodward Academy, Inc. under EIN 58-0625584 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,021 participants and $121,491,140 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Woodward Academy, Inc.
EIN
58-0625584
Plan number
004
Plan type
2
Location
College Park, GA
Latest filing year
2023
Participants
1,021
End-of-year plan assets
$121,491,140

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,021H, C20240707194803NAL0011634801001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$121,491,140
Total liabilities (EOY)
$0
Net assets (EOY)
$121,491,140
Net assets (BOY)
$106,498,997

Income & contributions

Employer contributions
$2,103,992
Participant contributions
$3,450,542
Total contributions
$5,757,537
Total income / additions
$22,554,155

Expenses & distributions

Benefits paid
$7,288,220
Administrative expenses
$273,792
Total expenses
$7,562,012
Net increase / (decrease)
$14,992,143

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaRECORDKEEPER$100,914$02023
Mma Securities LLCADVISOR$70,000not reported in the loaded dataset2023
Woodward AcademyNONE$65,297not reported in the loaded dataset2023
Pentegra Services, IncTPA$33,935not reported in the loaded dataset2023

Related Form 5500 pages