2023 Form 5500 filing — Plimoth Patuxet Museums, Inc. Tax Sheltered Annuity Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240624111319NAL0003892179001) for Plimoth Patuxet Museums, Inc. Tax Sheltered Annuity Plan, reported by Plimoth Patuxet Museums, Inc. under EIN 04-2210750 and plan number 003. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240624111319NAL0003892179001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Plimoth Patuxet Museums, Inc.
- EIN
- 04-2210750
- Plan number
- 003
- Location
- Plymouth, MA
- Participants
- 160
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,002,143
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,002,143
- Participant contributions
- $115,011
- Total income / additions
- $542,291
- Benefits paid
- $176,772
- Administrative expenses
- $35,782
- Total expenses
- $212,554
- Net increase / (decrease)
- $329,737
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | CONTRACT ADMINISTRATOR | $15,818 | $235 |
| Capital Analysts, Inc. | INVESTMENT ADVISOR | $14,049 | not reported in the loaded dataset |
| The Hilb Group Of New England | CONTRACT ADMINISTRATOR | $6,094 | not reported in the loaded dataset |