2023 Form 5500 filing — Retirement Plan For The Employees Of Museum Associates

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 20240926122021NAL0000745393001) for Retirement Plan For The Employees Of Museum Associates, reported by Museum Associates, D/B/A Los Angeles County Museum Of Art under EIN 95-2264067 and plan number 001. It reports 524 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240926122021NAL0000745393001
Filing year
2023
Form type
2
Plan sponsor
Museum Associates, D/B/A Los Angeles County Museum Of Art
EIN
95-2264067
Plan number
001
Location
Los Angeles, CA
Participants
524
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$52,744,914
Total liabilities (EOY)
$87,268
Net assets (EOY)
$52,657,646
Employer contributions
$2,800,000
Total income / additions
$9,396,986
Benefits paid
$1,790,635
Administrative expenses
$146,759
Total expenses
$1,937,394
Net increase / (decrease)
$7,459,592
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Wcm Investment ManagementNONE$41,564not reported in the loaded dataset
Ami Asset ManagementNONE$15,582not reported in the loaded dataset
Alpine Investment Management, LLCNONE$14,508not reported in the loaded dataset
Us BankNONE$11,954not reported in the loaded dataset
Segall Bryant & Hamill LLCNONE$7,587not reported in the loaded dataset

Related Form 5500 pages