The Retirement Income Plan Of The Corporation Of Fine Arts Museums — Form 5500 plan (Corporation Of The Fine Arts Museums)
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 Retirement Income Plan Of The Corporation Of Fine Arts Museums is a benefit plan reported by Corporation Of The Fine Arts Museums under EIN 94-3045948 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $27,395,188 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Corporation Of The Fine Arts Museums
- EIN
- 94-3045948
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $27,395,188
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20250414121158NAL0000766051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,395,188
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,395,188
- Net assets (BOY)
- $26,310,529
Income & contributions
- Employer contributions
- $531,000
- Total contributions
- $531,000
- Total income / additions
- $3,554,183
Expenses & distributions
- Benefits paid
- $2,340,894
- Administrative expenses
- $128,630
- Total expenses
- $2,469,524
- Net increase / (decrease)
- $1,084,659
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Mgmt Trust Co | OTHER | $90,630 | $0 | 2023 |
| Burnham Gibson Wealth Advisors, LLC | INV. ADVISORY | $38,000 | $0 | 2023 |