National Constitution Center Retirement Savings Plan — Form 5500 plan (National Constitution Center)
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, National Constitution Center Retirement Savings Plan is a benefit plan reported by National Constitution Center under EIN 23-2434447 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $8,428,218 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Constitution Center
- EIN
- 23-2434447
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $8,428,218
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H, C | 20241014101706NAL0045592512001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,428,218
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,428,218
- Net assets (BOY)
- $6,710,135
Income & contributions
- Employer contributions
- $208,119
- Participant contributions
- $415,807
- Total contributions
- $628,022
- Total income / additions
- $1,970,351
Expenses & distributions
- Benefits paid
- $194,088
- Administrative expenses
- $58,180
- Total expenses
- $252,268
- Net increase / (decrease)
- $1,718,083
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $31,166 | not reported in the loaded dataset | 2023 |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $15,727 | $0 | 2023 |
| Retirewell Administrators, Inc. | CONTRACT ADMIN | $12,221 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Constitution Center
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Global Retirement Partners LLC — Schedule C compensation
- Great-West Life & Annuity Insurance — Schedule C compensation
- Retirewell Administrators, Inc. — Schedule C compensation