Holden Forests & Gardens 403(B) Retirement Plan — Form 5500 plan (Holden Arboretum)
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, Holden Forests & Gardens 403(B) Retirement Plan is a benefit plan reported by Holden Arboretum under EIN 34-0750346 and plan number 002. The latest loaded filing year is 2023. The filing reports 190 participants and $8,029,847 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Holden Arboretum
- EIN
- 34-0750346
- Plan number
- 002
- Plan type
- 2
- Location
- Kirland, OH
- Latest filing year
- 2023
- Participants
- 190
- End-of-year plan assets
- $8,029,847
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 190 | H, C | 20241011115447NAL0043553730001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,029,847
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,029,847
- Net assets (BOY)
- $6,993,821
Income & contributions
- Employer contributions
- $357,645
- Participant contributions
- $489,955
- Total contributions
- $847,600
- Total income / additions
- $1,961,208
Expenses & distributions
- Benefits paid
- $925,083
- Administrative expenses
- $99
- Total expenses
- $925,182
- Net increase / (decrease)
- $1,036,026
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Omega Pensions Inc. | CONTRACT ADMIN | $0 | $7,315 | 2023 |