2023 Form 5500 filing — The Corporation Of Fine Arts Museums 401(K) 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 20241010160633NAL0034709888001) for The Corporation Of Fine Arts Museums 401(K) Plan, reported by The Corporation Of Fine Arts Museums under EIN 94-3045948 and plan number 002. It reports 305 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)$23.5MReported net assets$23,451,614
Participants305
Provider compensation$74.3K3 Schedule C row(s)$74,278
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010160633NAL0034709888001
- Plan sponsor
- The Corporation Of Fine Arts Museums
- EIN
- 94-3045948
- Plan number
- 002
- Location
- San Francisco, CA
- 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)$23.5M total assets
Net assets$23.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $23,451,614
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,451,614
- Employer contributions
- $796,219
- Participant contributions
- $1,926,680
- Total income / additions
- $6,687,279
- Benefits paid
- $1,671,197
- Administrative expenses
- $74,278
- Total expenses
- $1,745,475
- Net increase / (decrease)
- $4,941,804
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $33,900 | $0 |
| Burnham Gibson Wealth Advisors LLC | ADVISOR | $30,356 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $10,022 | not reported in the loaded dataset |