Museum Of Science Retirement Plan — Form 5500 plan (Museum Of Science)
Plain-English plan 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, Museum Of Science Retirement Plan is a benefit plan reported by Museum Of Science under EIN 04-2103916 and plan number 002. The latest loaded filing year is 2023. The filing reports 508 participants and $29,180,303 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Museum Of Science
- EIN
- 04-2103916
- Plan number
- 002
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 508
- End-of-year plan assets
- $29,180,303
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 508 | H, C | 20241011124035NAL0022753825001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,180,303
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,180,303
- Net assets (BOY)
- $24,594,112
Income & contributions
- Employer contributions
- $1,102,193
- Participant contributions
- $0
- Total contributions
- $1,116,097
- Total income / additions
- $6,736,789
Expenses & distributions
- Benefits paid
- $2,111,648
- Administrative expenses
- $38,950
- Total expenses
- $2,150,598
- Net increase / (decrease)
- $4,586,191
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services | CONSULTANT | $45,000 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group | CONSULTING | $350 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$6,400 | $0 | 2023 |