Plan5500

Dallas Symphony Association — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Dallas Symphony Association (EIN 75-0705442) is a plan sponsor located in Dallas, TX with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
75-0705442
Location
Dallas, TX
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Dallas Symphony Association

  • 3 loaded plans hold $33.1M in reported assets.
  • The largest, Dallas Symphony Orchestra Musicians 403(B) Plan, holds 90% of this company's reported plan assets.
  • Plans cover 409 reported participants.
  • 2 of 3 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$33.1MSummed across loaded plans$33,064,062
Total reported assets$33.1M$33,064,062
Total reported participants409
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$33.1M total assets
Net assets$33.1MLiabilities$0
Contributions & income
Employer contributions$269.5K
Participant contributions$1.6M
Total income / additions$8.2M
Expenses & distributions
Benefits paid / distributions$3.7M
Total expenses$3.7M
Net increase / (decrease)$4.5M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets90%Dallas Symphony Orchestra Musicians 403(B) Plan
Participants per plan136Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Dallas Symphony Orchestra Musicians 403(B) Plan$29.7M
    Plan #008 · 89 participants · 2023
  2. 2
    Dallas Symphony Association Staff 403(B) Plan$3.4M
    Plan #007 · 151 participants · 2023
  3. 3
    Dallas Symphony Association Employee Benefit Plannot reported in the loaded dataset
    Plan #501 · 169 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Dallas Symphony Association. Open one for its full reported snapshot.

  1. 2023
    Dallas Symphony Association Employee Benefit Plan169 participants · 2No schedules
    View filing →
  2. 2023
    Dallas Symphony Orchestra Musicians 403(B) Plan89 participants · 2Sch I
    View filing →
  3. 2023
    Dallas Symphony Association Staff 403(B) Plan151 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Dallas Symphony Association report on Form 5500?
Dallas Symphony Association (EIN 75-0705442) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Dallas Symphony Association?
The Employer Identification Number (EIN) reported for Dallas Symphony Association is 75-0705442.
What is the latest Form 5500 filing year for Dallas Symphony Association?
The latest loaded Form 5500 filing year for Dallas Symphony Association is 2023.

Related Form 5500 pages