2023 Form 5500 filing — National Aquarium Inc. 401(K) Retirement 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 20241001083650NAL0003136723001) for National Aquarium Inc. 401(K) Retirement Savings Plan, reported by National Aquarium, Inc under EIN 52-1121163 and plan number 002. It reports 513 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001083650NAL0003136723001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Aquarium, Inc
- EIN
- 52-1121163
- Plan number
- 002
- Location
- Baltimore, MD
- Participants
- 513
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,550,822
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,550,822
- Employer contributions
- $581,981
- Participant contributions
- $1,501,353
- Total income / additions
- $5,454,927
- Benefits paid
- $2,724,455
- Administrative expenses
- $94,172
- Total expenses
- $2,819,276
- Net increase / (decrease)
- $2,635,651
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Asset Strategy Consultants | NONE | $53,011 | not reported in the loaded dataset |
| Clifton Larson Allen Llp | NONE | $16,800 | not reported in the loaded dataset |
| T Rowe Price Rps Inc | NONE | $4,901 | $0 |