2023 Form 5500 filing — Cincinnati Museum Association 401(K) Profit Sharing 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 20250418105833NAL0001292387001) for Cincinnati Museum Association 401(K) Profit Sharing Plan, reported by Cincinnati Museum Association under EIN 31-0536653 and plan number 003. It reports 305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250418105833NAL0001292387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cincinnati Museum Association
- EIN
- 31-0536653
- Plan number
- 003
- Location
- Cincinnati, OH
- Participants
- 305
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,744,014
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,744,014
- Employer contributions
- $124,851
- Participant contributions
- $608,102
- Total income / additions
- $2,409,012
- Benefits paid
- $311,085
- Administrative expenses
- $61,876
- Total expenses
- $372,961
- Net increase / (decrease)
- $2,036,051
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $34,299 | $0 |
| Horan Securities Inc | ADVISOR | $26,814 | not reported in the loaded dataset |