The William And Flora Hewlett Foundation 403(B) Plan — Form 5500 plan (The William And Flora Hewlett Foundation)
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, The William And Flora Hewlett Foundation 403(B) Plan is a benefit plan reported by The William And Flora Hewlett Foundation under EIN 94-1655673 and plan number 001. The latest loaded filing year is 2023. The filing reports 245 participants and $94,361,201 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The William And Flora Hewlett Foundation
- EIN
- 94-1655673
- Plan number
- 001
- Plan type
- 2
- Location
- Menlo Park, CA
- Latest filing year
- 2023
- Participants
- 245
- End-of-year plan assets
- $94,361,201
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 245 | H, C | 20240822151018NAL0003114595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $94,361,201
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,361,201
- Net assets (BOY)
- $77,971,673
Income & contributions
- Employer contributions
- $3,347,275
- Participant contributions
- $2,085,576
- Total contributions
- $5,888,871
- Total income / additions
- $21,865,894
Expenses & distributions
- Benefits paid
- $5,449,841
- Administrative expenses
- $22,703
- Total expenses
- $5,476,366
- Net increase / (decrease)
- $16,389,528
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $22,803 | $0 | 2023 |