The Solomon R. Guggenheim Foundation 403(B) Retirement Plan — Form 5500 plan (The Solomon R. Guggenheim Foundation)
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, The Solomon R. Guggenheim Foundation 403(B) Retirement Plan is a benefit plan reported by The Solomon R. Guggenheim Foundation under EIN 13-5562233 and plan number 002. The latest loaded filing year is 2023. The filing reports 688 participants and $50,330,572 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Solomon R. Guggenheim Foundation
- EIN
- 13-5562233
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 688
- End-of-year plan assets
- $50,330,572
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 688 | H, C | 20241004094031NAL0005594067003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,330,572
- Net assets (EOY)
- $50,330,572
- Net assets (BOY)
- $43,452,166
Income & contributions
- Employer contributions
- $777,353
- Participant contributions
- $1,731,743
- Total contributions
- $2,640,979
- Total income / additions
- $10,125,068
Expenses & distributions
- Benefits paid
- $3,081,395
- Administrative expenses
- $101,572
- Total expenses
- $3,246,662
- Net increase / (decrease)
- $6,878,406
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pkf O'Connor Davies Llp | AUDITOR | $48,700 | not reported in the loaded dataset | 2023 |
| Captrust | ADVISOR | $29,266 | not reported in the loaded dataset | 2023 |
| Proskauer | LEGAL | $7,411 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $7,156 | $0 | 2023 |
| Charles Schwab & Co. Inc | BROKER | $110 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Solomon R. Guggenheim Foundation
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Pkf O'Connor Davies Llp — Schedule C compensation
- Captrust — Schedule C compensation
- Proskauer — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Charles Schwab & Co. Inc — Schedule C compensation
- National Financial Services — Schedule C compensation