Plan5500

Miami City Ballet 401(K) Plan — Form 5500 plan (Miami City Ballet, 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, Miami City Ballet 401(K) Plan is a benefit plan reported by Miami City Ballet, Inc. under EIN 59-2578534 and plan number 002. The latest loaded filing year is 2023. The filing reports 143 participants and $2,585,239 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Miami City Ballet, Inc.
EIN
59-2578534
Plan number
002
Plan type
2
Location
Miami Beach, FL
Latest filing year
2023
Participants
143
End-of-year plan assets
$2,585,239

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023143H, C20241011172705NAL0023329185001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,585,239
Total liabilities (EOY)
$0
Net assets (EOY)
$2,585,239
Net assets (BOY)
$1,361,170

Income & contributions

Employer contributions
$235,982
Participant contributions
$516,293
Total contributions
$1,002,352
Total income / additions
$1,305,501

Expenses & distributions

Benefits paid
$72,800
Administrative expenses
$8,632
Total expenses
$81,432
Net increase / (decrease)
$1,224,069

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lwm Advisory ServicesNONE$7,442not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$1,190$02023

Related Form 5500 pages