2023 Form 5500 filing — The Isabella Stewart Gardner Museum 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 20241011170841NAL0022401745001) for The Isabella Stewart Gardner Museum 403(B) Plan, reported by The Isabella Stewart Gardner Museum under EIN 04-2104334 and plan number 002. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011170841NAL0022401745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Isabella Stewart Gardner Museum
- EIN
- 04-2104334
- Plan number
- 002
- Location
- Boston, MA
- Participants
- 277
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,765,228
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,765,228
- Employer contributions
- $167,160
- Participant contributions
- $664,878
- Total income / additions
- $2,053,331
- Benefits paid
- $334,595
- Administrative expenses
- $37,337
- Total expenses
- $393,963
- Net increase / (decrease)
- $1,659,368
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Servi | RECORDKEEPER | $14,899 | not reported in the loaded dataset |
| Lion Street Advisors, LLC | INVESTMENT ADVISOR | $12,000 | not reported in the loaded dataset |
| Angell Pension Group, Inc. | CONTRACT ADMINISTRATOR | $11,789 | not reported in the loaded dataset |