Art & Wellness Enterprise 401(K) Plan — Form 5500 plan (Crystal Bridges Museum Of American Art, 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, Art & Wellness Enterprise 401(K) Plan is a benefit plan reported by Crystal Bridges Museum Of American Art, Inc. under EIN 20-1359710 and plan number 001. The latest loaded filing year is 2023. The filing reports 522 participants and $23,396,618 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Crystal Bridges Museum Of American Art, Inc.
EIN
20-1359710
Plan number
001
Plan type
2
Location
Bentonville, AR
Latest filing year
2023
Participants
522
End-of-year plan assets
$23,396,618

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023522H, C20241015170036NAL0016926563001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,396,618
Total liabilities (EOY)
$10,672
Net assets (EOY)
$23,385,946
Net assets (BOY)
$18,146,284

Income & contributions

Employer contributions
$1,249,158
Participant contributions
$2,428,498
Total contributions
$4,089,887
Total income / additions
$7,518,633

Expenses & distributions

Benefits paid
$2,247,052
Administrative expenses
$9,130
Total expenses
$2,278,971
Net increase / (decrease)
$5,239,662

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$6,439not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$2,691$02023

Related Form 5500 pages