San Diego Museum Of Art 403(B) Retirement Plan — Form 5500 plan (San Diego Museum Of Art)
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, San Diego Museum Of Art 403(B) Retirement Plan is a benefit plan reported by San Diego Museum Of Art under EIN 95-1696715 and plan number 003. The latest loaded filing year is 2023. The filing reports 163 participants and $9,332,247 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- San Diego Museum Of Art
- EIN
- 95-1696715
- Plan number
- 003
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $9,332,247
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20241008123752NAL0009647251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,332,247
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,332,247
- Net assets (BOY)
- $7,794,864
Income & contributions
- Employer contributions
- $170,956
- Participant contributions
- $325,470
- Total contributions
- $500,748
- Total income / additions
- $1,827,432
Expenses & distributions
- Benefits paid
- $260,259
- Administrative expenses
- $29,790
- Total expenses
- $290,049
- Net increase / (decrease)
- $1,537,383
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Life Insurance Co | SERVICE PROVIDER | $29,665 | $0 | 2023 |
| Unum Life Ins. Co. Of America | SERVICE PROVIDER | $0 | $125 | 2023 |