2023 Form 5500 filing — Milwaukee Academy Of Science 403(B) 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 20251223132354NAL0024438418001) for Milwaukee Academy Of Science 403(B) Plan, reported by Milwaukee Science Education Consortium, Inc. under EIN 39-1974865 and plan number 001. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251223132354NAL0024438418001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Milwaukee Science Education Consortium, Inc.
- EIN
- 39-1974865
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,638,770
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,638,770
- Employer contributions
- $119,342
- Participant contributions
- $324,885
- Total income / additions
- $851,791
- Benefits paid
- $182,055
- Administrative expenses
- $23,980
- Total expenses
- $206,035
- Net increase / (decrease)
- $645,756
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $16,503 | not reported in the loaded dataset |
| Northwestern Mutual Wealth Manage | NONE | $7,582 | not reported in the loaded dataset |