2023 Form 5500 filing — Conner Prairie Museum Inc. Erisa 403b 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 20241009160428NAL0019593553001) for Conner Prairie Museum Inc. Erisa 403b Plan, reported by Conner Prairie Museum Inc. under EIN 20-3402627 and plan number 001. It reports 500 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009160428NAL0019593553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Conner Prairie Museum Inc.
- EIN
- 20-3402627
- Plan number
- 001
- Location
- Fishers, IN
- Participants
- 500
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,399,668
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,399,668
- Employer contributions
- $321,938
- Participant contributions
- $288,106
- Total income / additions
- $1,831,567
- Benefits paid
- $684,738
- Administrative expenses
- $18,066
- Total expenses
- $702,804
- Net increase / (decrease)
- $1,128,763
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Shepherd Financial Inv | NONE | $17,586 | not reported in the loaded dataset |
| American United Life Insurance Co | NONE | $480 | $3,647 |