2023 Form 5500 filing — The Retirement Income Plan Of The Corporation Of Fine Arts Museums
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 20250414121158NAL0000766051001) for The Retirement Income Plan Of The Corporation Of Fine Arts Museums, reported by Corporation Of The Fine Arts Museums under EIN 94-3045948 and plan number 001. It reports 159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414121158NAL0000766051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Corporation Of The Fine Arts Museums
- EIN
- 94-3045948
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 159
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,395,188
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,395,188
- Employer contributions
- $531,000
- Total income / additions
- $3,554,183
- Benefits paid
- $2,340,894
- Administrative expenses
- $128,630
- Total expenses
- $2,469,524
- Net increase / (decrease)
- $1,084,659
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Mgmt Trust Co | OTHER | $90,630 | $0 |
| Burnham Gibson Wealth Advisors, LLC | INV. ADVISORY | $38,000 | $0 |