Nashville Symphony Association Retirement Plan — Form 5500 plan (Nashville Symphony Association)
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, Nashville Symphony Association Retirement Plan is a benefit plan reported by Nashville Symphony Association under EIN 62-0550979 and plan number 002. The latest loaded filing year is 2023. The filing reports 284 participants and $12,313,287 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nashville Symphony Association
- EIN
- 62-0550979
- Plan number
- 002
- Plan type
- 2
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 284
- End-of-year plan assets
- $12,313,287
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 284 | H, C | 20250516163834NAL0046825986001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,313,287
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,313,287
- Net assets (BOY)
- $10,856,098
Income & contributions
- Employer contributions
- $72,136
- Participant contributions
- $436,303
- Total contributions
- $521,883
- Total income / additions
- $2,282,171
Expenses & distributions
- Benefits paid
- $721,336
- Administrative expenses
- $98,671
- Total expenses
- $824,982
- Net increase / (decrease)
- $1,457,189
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliancebernstein Lp | INVESTMENT ADVISOR | $31,215 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $25,456 | $0 | 2023 |
| Ascensus Holdings Inc Dba Futurepla | CONTRACT ADMIN | $5,503 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nashville Symphony Association
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- Alliancebernstein Lp — Schedule C compensation
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Ascensus Holdings Inc Dba Futurepla — Schedule C compensation