Santa Fe Institute 403(B) Retirement Plan — Form 5500 plan (Santa Fe Institute)
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, Santa Fe Institute 403(B) Retirement Plan is a benefit plan reported by Santa Fe Institute under EIN 85-0325494 and plan number 003. The latest loaded filing year is 2023. The filing reports 145 participants and $10,381,469 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Santa Fe Institute
- EIN
- 85-0325494
- Plan number
- 003
- Plan type
- 2
- Location
- Santa Fe, NM
- Latest filing year
- 2023
- Participants
- 145
- End-of-year plan assets
- $10,381,469
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 145 | H, C | 20241011171536NAL0037819264001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,381,469
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,381,469
- Net assets (BOY)
- $8,193,144
Income & contributions
- Employer contributions
- $240,231
- Participant contributions
- $626,264
- Total contributions
- $870,948
- Total income / additions
- $2,324,895
Expenses & distributions
- Benefits paid
- $136,470
- Administrative expenses
- $100
- Total expenses
- $136,570
- Net increase / (decrease)
- $2,188,325
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $100 | $0 | 2023 |