Los Angeles Philharmonic Association Voluntary 403b Plan — Form 5500 plan (Los Angeles Philharmonic 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, Los Angeles Philharmonic Association Voluntary 403b Plan is a benefit plan reported by Los Angeles Philharmonic Association under EIN 95-1696734 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,166 participants and $79,220,632 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$79.2MPlan net assets, end of year$79,220,632
Participants2.2KCovered participants reported2,166
Assets / participant$36.6KComputed: assets ÷ participants$36,575 (computed)
Provider compensation$30.8K1 Schedule C provider row(s)$30,793
- Plan sponsor
- Los Angeles Philharmonic Association
- EIN
- 95-1696734
- Plan number
- 003
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,166 | H, C | 20240927121409NAL0003624896001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$79.2M total assets
Net assets$79.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $79,220,632
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,220,632
- Net assets (BOY)
- $63,019,870
Income & contributions
- Employer contributions
- $1,587,188
- Participant contributions
- $3,889,655
- Total contributions
- $5,591,783
- Total income / additions
- $18,288,105
Expenses & distributions
- Benefits paid
- $2,038,739
- Administrative expenses
- $30,569
- Total expenses
- $2,087,343
- Net increase / (decrease)
- $16,200,762
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
29%71%
Employer 29%Participant 71%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income11%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $30,793 | $0 | 2023 |