2023 Form 5500 filing — Scottish Rite Masonic Museum & Library 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 20240822084147NAL0008681760001) for Scottish Rite Masonic Museum & Library Retirement Plan, reported by Scottish Rite Masonic Museum & Library, Inc. under EIN 04-2493347 and plan number 001. It reports 17 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.6MReported net assets$2,617,227
Participants17
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240822084147NAL0008681760001
Plan sponsor
Scottish Rite Masonic Museum & Library, Inc.
EIN
04-2493347
Plan number
001
Location
Lexington, MA
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)$2.6M total assets
Net assets$2.6MLiabilities$0
Money in vs. money out
Total income / additions$496.1K
Total expenses$256.4K
Benefits paid / distributions$257K
Contributions
Employer$92K
Participant$91.3K
Full reported line items
Total assets (EOY)
$2,617,227
Total liabilities (EOY)
$0
Net assets (EOY)
$2,617,227
Employer contributions
$92,050
Participant contributions
$91,347
Total income / additions
$496,129
Benefits paid
$256,994
Administrative expenses
-$565
Total expenses
$256,429
Net increase / (decrease)
$239,700

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240822084147NAL0008681760001 cover?
It is the 2023 Form 5500 filing for Scottish Rite Masonic Museum & Library Retirement Plan, reported by Scottish Rite Masonic Museum & Library, Inc. (EIN 04-2493347).
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