2023 Form 5500 filing — Siam 403(B)

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 20240717101519NAL0008359394001) for Siam 403(B), reported by Society For Industrial And Applied Mathematics under EIN 23-1496016 and plan number 001. It reports 116 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$22.8MReported net assets$22,826,433
Participants116
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240717101519NAL0008359394001
Plan sponsor
Society For Industrial And Applied Mathematics
EIN
23-1496016
Plan number
001
Location
Philadelphia, PA
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)$22.8M total assets
Net assets$22.8MLiabilities
Money in vs. money out
Total income / additions$4.5M
Total expenses$866K
Benefits paid / distributions$861.6K
Contributions
Employer$535.7K
Participant$403.6K
Full reported line items
Total assets (EOY)
$22,826,433
Net assets (EOY)
$22,826,433
Employer contributions
$535,742
Participant contributions
$403,552
Total income / additions
$4,465,140
Benefits paid
$861,589
Administrative expenses
$4,433
Total expenses
$866,022
Net increase / (decrease)
$3,599,118

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240717101519NAL0008359394001 cover?
It is the 2023 Form 5500 filing for Siam 403(B), reported by Society For Industrial And Applied Mathematics (EIN 23-1496016).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages