The Woodhall School, INC. 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Woodhall School, INC.
  • Sponsor EIN: 061076770
  • Sponsor Address: 58 HARRISON LN, BETHLEHEM, CT, 067512132
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 27
  • Total Assets: $3.4M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202527$3.4M$78,406$117,264
202430$3.6M$85,579$110,695
202330$3.5M$79,851$94,241
202227$2.8M$65,311$97,875
20070$0$0$0

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