2023 Form 5500 filing — Monterey Bay Aquarium Research Institute 403(B) 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 20241011170653NAL0011214131001) for Monterey Bay Aquarium Research Institute 403(B) Plan, reported by Monterey Bay Aquarium Research Institute under EIN 77-0150580 and plan number 002. It reports 264 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)$124.1MReported net assets$124,071,832
Participants264
Provider compensationNone reported4 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011170653NAL0011214131001
- Plan sponsor
- Monterey Bay Aquarium Research Institute
- EIN
- 77-0150580
- Plan number
- 002
- Location
- Moss Landing, 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)$124.1M total assets
Net assets$124.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $124,071,832
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $124,071,832
- Employer contributions
- $2,655,710
- Participant contributions
- $2,300,507
- Total income / additions
- $24,194,231
- Benefits paid
- $6,358,690
- Administrative expenses
- -$13,811
- Total expenses
- $6,344,879
- Net increase / (decrease)
- $17,849,352
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $67,914 | not reported in the loaded dataset |
| Lion Street Advisors, LLC | CONSULTANT | $27,500 | not reported in the loaded dataset |
| Moss Adams Llp | ACCOUNTANT/AUDITOR | $16,274 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$125,499 | $0 |