2023 Form 5500 filing — The Exploratorium 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 20241011120818NAL0021813777001) for The Exploratorium Retirement Plan, reported by The Exploratorium under EIN 94-1696494 and plan number 002. It reports 561 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011120818NAL0021813777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Exploratorium
- EIN
- 94-1696494
- Plan number
- 002
- Location
- San Francisco, CA
- Participants
- 561
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,775,294
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,775,294
- Employer contributions
- $1,097,380
- Participant contributions
- $2,284,175
- Total income / additions
- $10,297,579
- Benefits paid
- $1,464,805
- Administrative expenses
- $136,545
- Total expenses
- $1,601,350
- Net increase / (decrease)
- $8,696,229
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $67,965 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $64,899 | not reported in the loaded dataset |
| Peery & Associates, Inc | CONTRACT ADMINISTRATOR | $96 | not reported in the loaded dataset |