Conner Prairie Museum Inc. Erisa 403b Plan — Form 5500 plan (Conner Prairie Museum 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, Conner Prairie Museum Inc. Erisa 403b Plan is a benefit plan reported by Conner Prairie Museum Inc. under EIN 20-3402627 and plan number 001. The latest loaded filing year is 2023. The filing reports 500 participants and $8,399,668 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Conner Prairie Museum Inc.
- EIN
- 20-3402627
- Plan number
- 001
- Plan type
- 2
- Location
- Fishers, IN
- Latest filing year
- 2023
- Participants
- 500
- End-of-year plan assets
- $8,399,668
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 500 | H, C | 20241009160428NAL0019593553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,399,668
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,399,668
- Net assets (BOY)
- $7,270,905
Income & contributions
- Employer contributions
- $321,938
- Participant contributions
- $288,106
- Total contributions
- $665,562
- Total income / additions
- $1,831,567
Expenses & distributions
- Benefits paid
- $684,738
- Administrative expenses
- $18,066
- Total expenses
- $702,804
- Net increase / (decrease)
- $1,128,763
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Shepherd Financial Inv | NONE | $17,586 | not reported in the loaded dataset | 2023 |
| American United Life Insurance Co | NONE | $480 | $3,647 | 2023 |