2023 Form 5500 filing — Folger Shakespeare Library Staff Retirement 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 20250414111940NAL0003006112003) for Folger Shakespeare Library Staff Retirement Plan, reported by Amherst College Trustees under EIN 04-2103542 and plan number 004. It reports 98 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414111940NAL0003006112003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amherst College Trustees
- EIN
- 04-2103542
- Plan number
- 004
- Location
- Amherst, MA
- Participants
- 98
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,047,758
- Net assets (EOY)
- $3,047,758
- Total income / additions
- $334,108
- Benefits paid
- $163,403
- Total expenses
- $163,403
- Net increase / (decrease)
- $170,705
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $10,000 | $0 |