The Marine Mammal Center 401(K) Psp & Trust — Form 5500 plan (The Marine Mammal 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, The Marine Mammal Center 401(K) Psp & Trust is a benefit plan reported by The Marine Mammal Center under EIN 51-0144434 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $5,524,444 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Marine Mammal Center
- EIN
- 51-0144434
- Plan number
- 001
- Plan type
- 2
- Location
- Sausalito, CA
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $5,524,444
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H, C | 20241014133259NAL0013356227001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,524,444
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,524,444
- Net assets (BOY)
- $3,683,735
Income & contributions
- Employer contributions
- $309,835
- Participant contributions
- $709,758
- Total contributions
- $1,029,796
- Total income / additions
- $1,963,863
Expenses & distributions
- Benefits paid
- $73,115
- Administrative expenses
- $50,039
- Total expenses
- $123,154
- Net increase / (decrease)
- $1,840,709
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fisher Asset Management, LLC | NONE | $34,217 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $15,822 | $0 | 2023 |