2023 Form 5500 filing — Seattle Symphony Savings 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 20240919154859NAL0006159681001) for Seattle Symphony Savings Plan, reported by Seattle Symphony Orchestra under EIN 91-0667412 and plan number 004. It reports 719 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919154859NAL0006159681001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Seattle Symphony Orchestra
- EIN
- 91-0667412
- Plan number
- 004
- Location
- Seattle, WA
- Participants
- 719
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,169,065
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,169,065
- Employer contributions
- $184,356
- Participant contributions
- $1,735,164
- Total income / additions
- $8,407,975
- Benefits paid
- $3,637,065
- Administrative expenses
- $44,165
- Total expenses
- $3,681,230
- Net increase / (decrease)
- $4,726,745
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman | NONE | $23,426 | not reported in the loaded dataset |
| Rbc Capital Markets | NONE | $10,661 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $7,139 | not reported in the loaded dataset |
| Mscs Financial Services | NONE | $0 | $0 |