2023 Form 5500 filing — Museum Of Science 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 20241011124035NAL0022753825001) for Museum Of Science Retirement Plan, reported by Museum Of Science under EIN 04-2103916 and plan number 002. It reports 508 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011124035NAL0022753825001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Museum Of Science
- EIN
- 04-2103916
- Plan number
- 002
- Location
- Boston, MA
- Participants
- 508
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,180,303
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,180,303
- Employer contributions
- $1,102,193
- Participant contributions
- $0
- Total income / additions
- $6,736,789
- Benefits paid
- $2,111,648
- Administrative expenses
- $38,950
- Total expenses
- $2,150,598
- Net increase / (decrease)
- $4,586,191
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services | CONSULTANT | $45,000 | not reported in the loaded dataset |
| The Angell Pension Group | CONSULTING | $350 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$6,400 | $0 |