Columbus Association For The Performing Arts 403(B) Plan — Form 5500 plan (Columbus Association For The Performing Arts)

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, Columbus Association For The Performing Arts 403(B) Plan is a benefit plan reported by Columbus Association For The Performing Arts under EIN 31-0749884 and plan number 001. The latest loaded filing year is 2023. The filing reports 254 participants and $11,658,399 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Columbus Association For The Performing Arts
EIN
31-0749884
Plan number
001
Plan type
2
Location
Columbus, OH
Latest filing year
2023
Participants
254
End-of-year plan assets
$11,658,399

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023254H, C20241015135250NAL0029857665001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,658,399
Total liabilities (EOY)
$0
Net assets (EOY)
$11,658,399
Net assets (BOY)
$11,390,014

Income & contributions

Employer contributions
$277,398
Participant contributions
$603,277
Total contributions
$880,675
Total income / additions
$2,859,197

Expenses & distributions

Benefits paid
$2,564,039
Administrative expenses
$26,773
Total expenses
$2,590,812
Net increase / (decrease)
$268,385

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Co.RECORDKEEPER$25,489$02023
Everhart Financial Group IncADVISOR$17,790not reported in the loaded dataset2023
Trinity Pension ConsultantsTPA$1,839$3,5582023

Related Form 5500 pages