2023 Form 5500 filing — Planetary Science Institute 403(B) Dc And Tda 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 20240730171851NAL0044709490003) for Planetary Science Institute 403(B) Dc And Tda Plan, reported by Planetary Science Institute under EIN 33-0175263 and plan number 001. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$29MReported net assets$28,982,922
Participants165
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240730171851NAL0044709490003
Plan sponsor
Planetary Science Institute
EIN
33-0175263
Plan number
001
Location
Tucson, AZ
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)$29M total assets
Net assets$29MLiabilities
Money in vs. money out
Total income / additions$6.2M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$1.2M
Participant$572.5K
Full reported line items
Total assets (EOY)
$28,982,922
Net assets (EOY)
$28,982,922
Employer contributions
$1,220,170
Participant contributions
$572,491
Total income / additions
$6,183,011
Benefits paid
$1,440,258
Administrative expenses
$75
Total expenses
$1,440,333
Net increase / (decrease)
$4,742,678

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240730171851NAL0044709490003 cover?
It is the 2023 Form 5500 filing for Planetary Science Institute 403(B) Dc And Tda Plan, reported by Planetary Science Institute (EIN 33-0175263).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages