W. M. Keck Observatory 403(B) Retirement Plan — Form 5500 plan (California Association For Research In Astronomy)
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, W. M. Keck Observatory 403(B) Retirement Plan is a benefit plan reported by California Association For Research In Astronomy under EIN 95-3972799 and plan number 001. The latest loaded filing year is 2023. The filing reports 316 participants and $73,452,405 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Association For Research In Astronomy
- EIN
- 95-3972799
- Plan number
- 001
- Plan type
- 2
- Location
- Kamuela, HI
- Latest filing year
- 2023
- Participants
- 316
- End-of-year plan assets
- $73,452,405
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 316 | H, C | 20240715154218NAL0001011059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,452,405
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,452,405
- Net assets (BOY)
- $61,904,777
Income & contributions
- Employer contributions
- $1,253,365
- Participant contributions
- $1,298,817
- Total contributions
- $2,625,462
- Total income / additions
- $12,674,476
Expenses & distributions
- Benefits paid
- $1,036,574
- Administrative expenses
- $90,274
- Total expenses
- $1,126,848
- Net increase / (decrease)
- $11,547,628
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $55,064 | $0 | 2023 |
| Kkdly LLC | AUDITOR | $17,487 | not reported in the loaded dataset | 2023 |
| Nfp Retirement Inc. | ADVISOR | $8,333 | not reported in the loaded dataset | 2023 |
| Alphapoint, Inc. | SOFTWARE | $4,000 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTANT PENSION | $3,088 | not reported in the loaded dataset | 2023 |
| Wellington Gregory, Llp | ATTORNEY | $2,977 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for California Association For Research In Astronomy
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Kamuela, HI
- Tiaa — Schedule C compensation
- Kkdly LLC — Schedule C compensation
- Nfp Retirement Inc. — Schedule C compensation
- Alphapoint, Inc. — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation
- Wellington Gregory, Llp — Schedule C compensation