Margaret Woodbury Strong Museum — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Margaret Woodbury Strong Museum (EIN 16-0954168) is a plan sponsor located in Rochester, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
16-0954168
Location
Rochester, NY
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$22,467,920
Total reported net assets (EOY)
$22,467,920

Contributions & income

Employer contributions
$451,580
Participant contributions
$474,758
Total income / additions
$3,658,989

Expenses & distributions

Benefits paid / distributions
$948,726
Total expenses
$991,995
Net increase / (decrease)
$2,666,994

Coverage

Total reported participants
568
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Margaret Woodbury Strong Museum plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Margaret Woodbury Strong Museum 403(B) Dc Plan001457$22,467,9202023
The Strong Employee Benefits Plan501111not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Margaret Woodbury Strong Museum
YearPlanParticipantsSchedulesFiling
2023The Strong Employee Benefits Plan11120240725131900NAL0014121313001
2023Margaret Woodbury Strong Museum 403(B) Dc Plan457H, C20241014162426NAL0027850849002

Related Form 5500 pages