How big is Oliver Wolcott Library, Inc.'s plan?

Oliver Wolcott Library, Inc.'s plan reported $694K in assets and 5 participants for 2023.

Original filing (PDF)20250124081506NAL0014695986001

Oliver Wolcott Library, Inc.

Name: Oliver Wolcott Library, Inc. — Oliver Wolcott, Form 5500 (2023)
Creator: Oliver Wolcott Library, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oliver Wolcott Library Tax Deferred Annuity Plan

403(b) retirement plan · Oliver Wolcott Library, Inc.'s Oliver Wolcott Library Tax Deferred Annuity Plan held $694K in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$694K

Net assets (EOY)

$694K

People on this filing

ANN Marie White signed Oliver Wolcott Library, Inc.'s 2023 Form 5500 as plan administrator.

ANN Marie White — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Oliver Wolcott Library, Inc.'s EIN is 06-0709304.

EIN 06-0709304

Plan number 001

Plan year 2023

ACK ID 20250124081506NAL0014695986001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Oliver Wolcott Library, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Oliver Wolcott Library, Inc.'s plan includes a 403(b) annuity.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

OLIVER WOLCOTT LIBRARY, INC.

EIN

all filings

Address

P.O. BOX 187 · LITCHFIELD, CT · 06759

Phone

(860) 567-8030

Industry

Information / Tech / Media

Plan administrator