2023 Form 5500 filing — Santa Fe Institute Money Purchase 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 20241011172153NAL0012801763001) for Santa Fe Institute Money Purchase Plan, reported by Santa Fe Institute under EIN 85-0325494 and plan number 002. It reports 122 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241011172153NAL0012801763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Santa Fe Institute
- EIN
- 85-0325494
- Plan number
- 002
- Location
- Santa Fe, NM
- Participants
- 122
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,362,733
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,362,733
- Total income / additions
- $704,337
- Benefits paid
- $147,395
- Administrative expenses
- $0
- Total expenses
- $147,395
- Net increase / (decrease)
- $556,942
- Schedule source
- Schedule H