Plan5500

The Exploratorium Retirement Plan — Form 5500 plan (The Exploratorium)

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 Exploratorium Retirement Plan is a benefit plan reported by The Exploratorium under EIN 94-1696494 and plan number 002. The latest loaded filing year is 2023. The filing reports 561 participants and $42,775,294 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Exploratorium
EIN
94-1696494
Plan number
002
Plan type
2
Location
San Francisco, CA
Latest filing year
2023
Participants
561
End-of-year plan assets
$42,775,294

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023561H, C20241011120818NAL0021813777001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,775,294
Total liabilities (EOY)
$0
Net assets (EOY)
$42,775,294
Net assets (BOY)
$34,079,065

Income & contributions

Employer contributions
$1,097,380
Participant contributions
$2,284,175
Total contributions
$3,720,131
Total income / additions
$10,297,579

Expenses & distributions

Benefits paid
$1,464,805
Administrative expenses
$136,545
Total expenses
$1,601,350
Net increase / (decrease)
$8,696,229

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCINVESTMENT ADVISOR$67,965not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$64,899not reported in the loaded dataset2023
Peery & Associates, IncCONTRACT ADMINISTRATOR$96not reported in the loaded dataset2023

Related Form 5500 pages