Margaret Woodbury Strong Museum 403(B) Dc Plan — Form 5500 plan (Margaret Woodbury Strong Museum)
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, Margaret Woodbury Strong Museum 403(B) Dc Plan is a benefit plan reported by Margaret Woodbury Strong Museum under EIN 16-0954168 and plan number 001. The latest loaded filing year is 2023. The filing reports 457 participants and $22,467,920 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Margaret Woodbury Strong Museum
- EIN
- 16-0954168
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 457
- End-of-year plan assets
- $22,467,920
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 457 | H, C | 20241014162426NAL0027850849002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,467,920
- Net assets (EOY)
- $22,467,920
- Net assets (BOY)
- $19,800,926
Income & contributions
- Employer contributions
- $451,580
- Participant contributions
- $474,758
- Total contributions
- $955,037
- Total income / additions
- $3,658,989
Expenses & distributions
- Benefits paid
- $948,726
- Administrative expenses
- $43,269
- Total expenses
- $991,995
- Net increase / (decrease)
- $2,666,994
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wealth Enhancement Advisory Service | not reported in the loaded dataset | $22,619 | not reported in the loaded dataset | 2023 |
| Tiaa | not reported in the loaded dataset | $18,860 | $0 | 2023 |