2023 Form 5500 filing — Marine Biological Laboratory Tax Deferred 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 20240815112122NAL0022373360001) for Marine Biological Laboratory Tax Deferred Annuity Plan, reported by Marine Biological Laboratory under EIN 04-2104690 and plan number 002. It reports 557 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240815112122NAL0022373360001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marine Biological Laboratory
- EIN
- 04-2104690
- Plan number
- 002
- Location
- Woods Hole, MA
- Participants
- 557
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,777,163
- Net assets (EOY)
- $40,777,163
- Participant contributions
- $1,336,702
- Total income / additions
- $6,642,598
- Benefits paid
- $1,967,948
- Administrative expenses
- $29,768
- Total expenses
- $1,997,716
- Net increase / (decrease)
- $4,644,882
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aafcpas, Inc. | AUDITOR | $17,125 | not reported in the loaded dataset |
| Sageview Advisory Group, LLC | ADVISOR | $11,750 | not reported in the loaded dataset |