2023 Form 5500 filing — The National World War Ii Museum 401k 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 20240924163032NAL0004825939001) for The National World War Ii Museum 401k Plan, reported by The National World War Ii Museum, Inc. under EIN 72-1200790 and plan number 001. It reports 361 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924163032NAL0004825939001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The National World War Ii Museum, Inc.
- EIN
- 72-1200790
- Plan number
- 001
- Location
- New Orleans, LA
- Participants
- 361
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,219,121
- Net assets (EOY)
- $13,219,121
- Employer contributions
- $395,786
- Participant contributions
- $1,162,062
- Total income / additions
- $3,330,112
- Benefits paid
- $1,107,157
- Administrative expenses
- $55,305
- Total expenses
- $1,162,462
- Net increase / (decrease)
- $2,167,650
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $35,962 | $0 |
| Advisor Resource Council | INVESTMENT ADVISORY-PLAN | $13,517 | not reported in the loaded dataset |
| Second Line Capital LLC | INVESTMENT ADVISORY-PLAN | $5,826 | not reported in the loaded dataset |