2023 Form 5500 filing — Massachusetts Audubon Society 403(B) 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 20241010093000NAL0033705616001) for Massachusetts Audubon Society 403(B) Retirement Savings Plan, reported by Massachusetts Audubon Society, Inc. under EIN 04-2104702 and plan number 002. It reports 989 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010093000NAL0033705616001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Massachusetts Audubon Society, Inc.
- EIN
- 04-2104702
- Plan number
- 002
- Location
- Lincoln, MA
- Participants
- 989
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,719,497
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,719,497
- Employer contributions
- $1,253,120
- Participant contributions
- $1,889,322
- Total income / additions
- $10,541,501
- Benefits paid
- $1,784,782
- Administrative expenses
- $62,998
- Total expenses
- $1,848,170
- Net increase / (decrease)
- $8,693,331
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Metlife Life Insurance Company | RECORDKEEPER | $62,998 | $0 |