2023 Form 5500 filing — National Marine Mammal Foundation 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 20240930113453NAL0002587699001) for National Marine Mammal Foundation Retirement Plan, reported by National Marine Mammal Foundation under EIN 26-1501109 and plan number 001. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930113453NAL0002587699001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Marine Mammal Foundation
- EIN
- 26-1501109
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,985,806
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,985,806
- Employer contributions
- $412,309
- Participant contributions
- $699,292
- Total income / additions
- $3,826,082
- Benefits paid
- $1,892,691
- Administrative expenses
- $14,237
- Total expenses
- $1,906,928
- Net increase / (decrease)
- $1,919,154
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Compass Wealth Management, LLC | NONE | $13,937 | not reported in the loaded dataset |
| Digital Retirement Solutions, Inc. | NONE | $300 | $0 |
| Matrix Financial Solutions, Inc. | NONE | $0 | $0 |