2023 Form 5500 filing — American Meteorological Society Defined Contribution 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 20241010135342NAL0020206081001) for American Meteorological Society Defined Contribution Retirement Plan, reported by American Meteorological Society under EIN 04-2103657 and plan number 002. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010135342NAL0020206081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Meteorological Society
- EIN
- 04-2103657
- Plan number
- 002
- Location
- Boston, MA
- Participants
- 207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,852,389
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,852,389
- Employer contributions
- $581,196
- Participant contributions
- $523,331
- Total income / additions
- $6,028,468
- Benefits paid
- $1,028,114
- Administrative expenses
- $50,374
- Total expenses
- $1,078,488
- Net increase / (decrease)
- $4,949,980
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mayflower Advisors | ADVISOR | $18,050 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $17,313 | $0 |
| Tonneson & Company, Pc | AUDITOR | $12,250 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | CONSULTING PENSION | $2,761 | not reported in the loaded dataset |