2023 Form 5500 filing — The Witte Museum Safe Harbor 401(K) 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 20240730101638NAL0033929056001) for The Witte Museum Safe Harbor 401(K) Retirement Plan, reported by Witte Museum under EIN 74-1400537 and plan number 001. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.6MReported net assets$2,577,731
Participants190
Provider compensation$22.1K2 Schedule C row(s)$22,061
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240730101638NAL0033929056001
Plan sponsor
Witte Museum
EIN
74-1400537
Plan number
001
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$2.6M total assets
Net assets$2.6MLiabilities$0
Money in vs. money out
Total income / additions$472.5K
Total expenses$444.9K
Benefits paid / distributions$422.8K
Contributions
Employer$52.8K
Participant$75.2K
Full reported line items
Total assets (EOY)
$2,577,731
Total liabilities (EOY)
$0
Net assets (EOY)
$2,577,731
Employer contributions
$52,781
Participant contributions
$75,165
Total income / additions
$472,498
Benefits paid
$422,840
Administrative expenses
$22,061
Total expenses
$444,901
Net increase / (decrease)
$27,597
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $12.3K
  2. 2
    RECORDKEEPER · Direct $9.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240730101638NAL0033929056001 cover?
It is the 2023 Form 5500 filing for The Witte Museum Safe Harbor 401(K) Retirement Plan, reported by Witte Museum (EIN 74-1400537).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages