Milwaukee Academy Of Science 403(B) Plan — Form 5500 plan (Milwaukee Science Education Consortium, 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, Milwaukee Academy Of Science 403(B) Plan is a benefit plan reported by Milwaukee Science Education Consortium, Inc. under EIN 39-1974865 and plan number 001. The latest loaded filing year is 2023. The filing reports 237 participants and $3,638,770 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Milwaukee Science Education Consortium, Inc.
EIN
39-1974865
Plan number
001
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
237
End-of-year plan assets
$3,638,770

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023237H, C20251223132354NAL0024438418001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,638,770
Total liabilities (EOY)
$0
Net assets (EOY)
$3,638,770
Net assets (BOY)
$2,993,014

Income & contributions

Employer contributions
$119,342
Participant contributions
$324,885
Total contributions
$450,605
Total income / additions
$851,791

Expenses & distributions

Benefits paid
$182,055
Administrative expenses
$23,980
Total expenses
$206,035
Net increase / (decrease)
$645,756

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$16,503not reported in the loaded dataset2023
Northwestern Mutual Wealth ManageNONE$7,582not reported in the loaded dataset2023

Related Form 5500 pages