2023 Form 5500 filing — 403(B) Thrift Plan For Employees Of Florida West Coast Symphony, Inc. D/B/A Sarasota Orchestra

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 20240808081217NAL0004785025001) for 403(B) Thrift Plan For Employees Of Florida West Coast Symphony, Inc. D/B/A Sarasota Orchestra, reported by Florida West Coast Symphony, Inc. D/B/A Sarasota Orchestra under EIN 59-2603081 and plan number 001. It reports 228 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)$8.3MReported net assets$8,319,334

Participants228

Provider compensation$6741 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240808081217NAL0004785025001
Plan sponsor: Florida West Coast Symphony, Inc. D/B/A Sarasota Orchestra
EIN: 59-2603081
Plan number: 001
Location: Sarasota, FL
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)$8.3M total assets

Net assets$8.3MLiabilities$0

Money in vs. money out

Total income / additions$2M

Total expenses$506.1K

Benefits paid / distributions$505.4K

Contributions

Employer$309.3K

Participant$381.2K

Full reported line items

Total assets (EOY): $8,319,334
Total liabilities (EOY): $0
Net assets (EOY): $8,319,334
Employer contributions: $309,262
Participant contributions: $381,196
Total income / additions: $2,025,787
Benefits paid: $505,355
Administrative expenses: $728
Total expenses: $506,083
Net increase / (decrease): $1,519,704

Schedule C

Reported service provider compensation

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

1
Mutual Of America Investment Corp$674
RECORDKEEPER · Direct $674 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240808081217NAL0004785025001 cover?: It is the 2023 Form 5500 filing for 403(B) Thrift Plan For Employees Of Florida West Coast Symphony, Inc. D/B/A Sarasota Orchestra, reported by Florida West Coast Symphony, Inc. D/B/A Sarasota Orchestra (EIN 59-2603081).
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).