2023 Form 5500 filing — Alvin Ailey Dance Foundation, Inc. 403(B) 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 20250414163938NAL0003559744001) for Alvin Ailey Dance Foundation, Inc. 403(B) Retirement Plan, reported by Alvin Ailey Dance Foundation, Inc. under EIN 13-2584273 and plan number 001. It reports 259 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$21.4MReported net assets$21,406,530
Participants259
Provider compensation$50.1K2 Schedule C row(s)$50,131
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250414163938NAL0003559744001
Plan sponsor
Alvin Ailey Dance Foundation, Inc.
EIN
13-2584273
Plan number
001
Location
New York, NY
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$21.4M total assets
Net assets$21.4MLiabilities$0
Money in vs. money out
Total income / additions$4.4M
Total expenses$667K
Benefits paid / distributions$611.9K
Contributions
Employer$333.2K
Participant$1.1M
Full reported line items
Total assets (EOY)
$21,406,530
Total liabilities (EOY)
$0
Net assets (EOY)
$21,406,530
Employer contributions
$333,166
Participant contributions
$1,118,976
Total income / additions
$4,428,548
Benefits paid
$611,926
Administrative expenses
$49,681
Total expenses
$666,954
Net increase / (decrease)
$3,761,594

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
TiaaRECORDKEEPER$38,131$0
Cfs Investment Advisory ServicesADVISOR$12,000not reported in the loaded dataset

Related Form 5500 pages