2023 Form 5500 filing — Section 403(B) Retirement Plan For Audubon Nature Institute, Inc.
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 20241015133758NAL0049654656001) for Section 403(B) Retirement Plan For Audubon Nature Institute, Inc., reported by Audubon Nature Institute, Inc. under EIN 51-0157624 and plan number 002. It reports 735 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133758NAL0049654656001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Audubon Nature Institute, Inc.
- EIN
- 51-0157624
- Plan number
- 002
- Location
- New Orleans, LA
- Participants
- 735
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,057,767
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,057,767
- Employer contributions
- $278,668
- Participant contributions
- $914,743
- Total income / additions
- $4,162,675
- Benefits paid
- $2,271,750
- Administrative expenses
- $39,779
- Total expenses
- $2,323,696
- Net increase / (decrease)
- $1,838,979
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Metlife Life Insurance Company | RECORDKEEPER | $39,779 | $0 |