2023 Form 5500 filing — The Museum Of Modern Art 403(B) Retirement 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 20241002082322NAL0008030529001) for The Museum Of Modern Art 403(B) Retirement Plan, reported by The Museum Of Modern Art under EIN 13-1624100 and plan number 003. It reports 1,201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$154.2MReported net assets$154,207,353
Participants1.2K1,201
Provider compensationNone reported1 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241002082322NAL0008030529001
- Plan sponsor
- The Museum Of Modern Art
- EIN
- 13-1624100
- Plan number
- 003
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$154.2M total assets
Net assets$154.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $154,207,353
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $154,207,353
- Employer contributions
- $2,501,723
- Participant contributions
- $6,206,093
- Total income / additions
- $32,981,903
- Benefits paid
- $7,028,632
- Administrative expenses
- -$15,510
- Total expenses
- $7,013,122
- Net increase / (decrease)
- $25,968,781
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$15,510 | $0 |