Marine Biological Laboratory Defined Contribution Retirement Plan — Form 5500 plan (Marine Biological Laboratory)
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, Marine Biological Laboratory Defined Contribution Retirement Plan is a benefit plan reported by Marine Biological Laboratory under EIN 04-2104690 and plan number 003. The latest loaded filing year is 2023. The filing reports 746 participants and $63,775,202 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marine Biological Laboratory
- EIN
- 04-2104690
- Plan number
- 003
- Plan type
- 2
- Location
- Woods Hole, MA
- Latest filing year
- 2023
- Participants
- 746
- End-of-year plan assets
- $63,775,202
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 746 | H, C | 20240815112122NAL0022373360002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,775,202
- Net assets (EOY)
- $63,775,202
- Net assets (BOY)
- $55,581,543
Income & contributions
- Employer contributions
- $1,740,461
- Total contributions
- $1,747,815
- Total income / additions
- $10,390,153
Expenses & distributions
- Benefits paid
- $2,148,520
- Administrative expenses
- $47,974
- Total expenses
- $2,196,494
- Net increase / (decrease)
- $8,193,659
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group, LLC | INVETSMENT ADVISOR | $23,250 | not reported in the loaded dataset | 2023 |
| Aafcpas, Inc. | AUDITOR | $20,250 | not reported in the loaded dataset | 2023 |