Plan5500

May Institute, Inc. Defined Contribution Retirement Plan — Form 5500 plan (The May Institute, Inc.)

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, May Institute, Inc. Defined Contribution Retirement Plan is a benefit plan reported by The May Institute, Inc. under EIN 04-2197449 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,268 participants and $74,838,473 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The May Institute, Inc.
EIN
04-2197449
Plan number
002
Plan type
2
Location
Randolph, MA
Latest filing year
2023
Participants
2,268
End-of-year plan assets
$74,838,473

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,268H, C20241010075237NAL0009813139001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$74,838,473
Total liabilities (EOY)
$0
Net assets (EOY)
$74,838,473
Net assets (BOY)
$63,909,479

Income & contributions

Employer contributions
$913,596
Participant contributions
$3,938,940
Total contributions
$5,115,605
Total income / additions
$15,554,741

Expenses & distributions

Benefits paid
$4,432,492
Administrative expenses
$93,347
Total expenses
$4,625,747
Net increase / (decrease)
$10,928,994

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rbc Wealth ManagementINVESTMENT MANAGEMENT$79,311not reported in the loaded dataset2023
Lincoln National CorporationSERVICE PROVIDER$13,876$02023

Related Form 5500 pages