2023 Form 5500 filing — The Marine Mammal Center 401(K) Psp & Trust
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 20241014133259NAL0013356227001) for The Marine Mammal Center 401(K) Psp & Trust, reported by The Marine Mammal Center under EIN 51-0144434 and plan number 001. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014133259NAL0013356227001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Marine Mammal Center
- EIN
- 51-0144434
- Plan number
- 001
- Location
- Sausalito, CA
- Participants
- 148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,524,444
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,524,444
- Employer contributions
- $309,835
- Participant contributions
- $709,758
- Total income / additions
- $1,963,863
- Benefits paid
- $73,115
- Administrative expenses
- $50,039
- Total expenses
- $123,154
- Net increase / (decrease)
- $1,840,709
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fisher Asset Management, LLC | NONE | $34,217 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $15,822 | $0 |