2023 Form 5500 filing — The Mariners' Museum 403(B) 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 20240812170628NAL0009593793001) for The Mariners' Museum 403(B) Plan, reported by The Mariners' Museum under EIN 54-0541801 and plan number 003. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812170628NAL0009593793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Mariners' Museum
- EIN
- 54-0541801
- Plan number
- 003
- Location
- Newport News, VA
- Participants
- 136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,931,454
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,931,454
- Employer contributions
- $179,877
- Participant contributions
- $496,668
- Total income / additions
- $1,553,852
- Benefits paid
- $548,020
- Administrative expenses
- $54,849
- Total expenses
- $602,869
- Net increase / (decrease)
- $950,983
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $36,850 | $0 |
| Brown Edwards | ACCOUNTANT | $17,999 | not reported in the loaded dataset |
| Osaic Wealth, Inc. | OTHER SERVICES | $0 | $9,290 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |