2023 Form 5500 filing — Brandywine Conservancy & Museum Of Art 403(B) 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 20241002212814NAL0018608370001) for Brandywine Conservancy & Museum Of Art 403(B) Retirement Plan, reported by Brandywine Conservancy & Museum Of Art under EIN 51-6020908 and plan number 002. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002212814NAL0018608370001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brandywine Conservancy & Museum Of Art
- EIN
- 51-6020908
- Plan number
- 002
- Location
- Chadds Ford, PA
- Participants
- 188
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,516,297
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,516,297
- Employer contributions
- $291,652
- Participant contributions
- $456,300
- Total income / additions
- $1,960,836
- Benefits paid
- $721,052
- Administrative expenses
- $3,633
- Total expenses
- $724,685
- Net increase / (decrease)
- $1,236,151
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $3,633 | $4,028 |