2023 Form 5500 filing — Perot Museum Of Nature And Science Employee Savings 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 20240930175948NAL0005881729001) for Perot Museum Of Nature And Science Employee Savings Plan, reported by Perot Museum Of Nature And Science under EIN 75-6067569 and plan number 001. It reports 250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930175948NAL0005881729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Perot Museum Of Nature And Science
- EIN
- 75-6067569
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 250
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,678,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,678,948
- Employer contributions
- $278,708
- Participant contributions
- $536,283
- Total income / additions
- $1,764,769
- Benefits paid
- $377,045
- Administrative expenses
- $40,063
- Total expenses
- $417,108
- Net increase / (decrease)
- $1,347,661
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $70,108 | $4,778 |
| Cecilco | THIRD PARTY A DMINISTRAT | $4,655 | $25,366 |
| Prospera Financial Services | BROKER DEALER | $0 | $2,208 |