2023 Form 5500 filing — W. M. Keck Observatory 403(B) Retirement Plan
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 20240715154218NAL0001011059001) for W. M. Keck Observatory 403(B) Retirement Plan, reported by California Association For Research In Astronomy under EIN 95-3972799 and plan number 001. It reports 316 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240715154218NAL0001011059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- California Association For Research In Astronomy
- EIN
- 95-3972799
- Plan number
- 001
- Location
- Kamuela, HI
- Participants
- 316
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,452,405
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,452,405
- Employer contributions
- $1,253,365
- Participant contributions
- $1,298,817
- Total income / additions
- $12,674,476
- Benefits paid
- $1,036,574
- Administrative expenses
- $90,274
- Total expenses
- $1,126,848
- Net increase / (decrease)
- $11,547,628
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $55,064 | $0 |
| Kkdly LLC | AUDITOR | $17,487 | not reported in the loaded dataset |
| Nfp Retirement Inc. | ADVISOR | $8,333 | not reported in the loaded dataset |
| Alphapoint, Inc. | SOFTWARE | $4,000 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | CONSULTANT PENSION | $3,088 | not reported in the loaded dataset |
| Wellington Gregory, Llp | ATTORNEY | $2,977 | not reported in the loaded dataset |