2023 Form 5500 filing — Safe-Harbor 403(B) Thrift Plan For Employees Of Mcnay Art Museum

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240625173955NAL0008599521001) for Safe-Harbor 403(B) Thrift Plan For Employees Of Mcnay Art Museum, reported by Mcnay Art Museum under EIN 74-1195277 and plan number 002. It reports 148 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.1MReported net assets$4,082,144
Participants148
Provider compensation$3391 Schedule C row(s)
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20240625173955NAL0008599521001
Plan sponsor
Mcnay Art Museum
EIN
74-1195277
Plan number
002
Location
San Antonio, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.1M total assets
Net assets$4.1MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Contributions
Employer$118K
Participant$158.8K
Full reported line items
Total assets (EOY)
$4,082,144
Total liabilities (EOY)
$0
Net assets (EOY)
$4,082,144
Employer contributions
$117,976
Participant contributions
$158,846
Total income / additions
$1,335,381
Benefits paid
$1,607,002
Administrative expenses
$345
Total expenses
$1,607,347
Net increase / (decrease)
-$271,966
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INSURANCE CARRIER · Direct $339 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240625173955NAL0008599521001 cover?
It is the 2023 Form 5500 filing for Safe-Harbor 403(B) Thrift Plan For Employees Of Mcnay Art Museum, reported by Mcnay Art Museum (EIN 74-1195277).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Related Form 5500 pages