Cincinnati Museum Association 401(K) Profit Sharing Plan — Form 5500 plan (Cincinnati Museum Association)
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, Cincinnati Museum Association 401(K) Profit Sharing Plan is a benefit plan reported by Cincinnati Museum Association under EIN 31-0536653 and plan number 003. The latest loaded filing year is 2023. The filing reports 305 participants and $10,744,014 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cincinnati Museum Association
- EIN
- 31-0536653
- Plan number
- 003
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 305
- End-of-year plan assets
- $10,744,014
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 305 | H, C | 20250418105833NAL0001292387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,744,014
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,744,014
- Net assets (BOY)
- $8,707,963
Income & contributions
- Employer contributions
- $124,851
- Participant contributions
- $608,102
- Total contributions
- $735,462
- Total income / additions
- $2,409,012
Expenses & distributions
- Benefits paid
- $311,085
- Administrative expenses
- $61,876
- Total expenses
- $372,961
- Net increase / (decrease)
- $2,036,051
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $34,299 | $0 | 2023 |
| Horan Securities Inc | ADVISOR | $26,814 | not reported in the loaded dataset | 2023 |