2023 Form 5500 filing — Lowell Observatory 403(B) Retirement Annuity 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 20241011130353NAL0012510755001) for Lowell Observatory 403(B) Retirement Annuity Plan, reported by Lowell Observatory under EIN 86-0098918 and plan number 001. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011130353NAL0012510755001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lowell Observatory
- EIN
- 86-0098918
- Plan number
- 001
- Location
- Flagstaff, AZ
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,995,770
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,995,770
- Employer contributions
- $447,377
- Participant contributions
- $824,628
- Total income / additions
- $6,087,968
- Benefits paid
- $788,096
- Administrative expenses
- $881
- Total expenses
- $788,977
- Net increase / (decrease)
- $5,298,991
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | RECORDKEEPER | $880 | $0 |