2023 Form 5500 filing — The Salk Institute 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 20240903204106NAL0019383937001) for The Salk Institute Retirement Plan, reported by Salk Institute For Biological Studies under EIN 95-2160097 and plan number 001. It reports 1,934 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903204106NAL0019383937001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Salk Institute For Biological Studies
- EIN
- 95-2160097
- Plan number
- 001
- Location
- La Jolla, CA
- Participants
- 1,934
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $299,183,898
- Net assets (EOY)
- $299,183,898
- Employer contributions
- $4,892,639
- Participant contributions
- $4,760,306
- Total income / additions
- $58,652,712
- Benefits paid
- $22,802,845
- Administrative expenses
- $243,292
- Total expenses
- $23,052,017
- Net increase / (decrease)
- $35,600,695
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa - Teachers Insurance And Annui | N/A | $111,857 | $0 |
| Fidelity Investments | N/A | $103,165 | $0 |
| Multnomah Group, Inc | N/A | $22,887 | not reported in the loaded dataset |
| Moss Adams Llp | N/A | $11,263 | not reported in the loaded dataset |