2023 Form 5500 filing — The Solomon R. Guggenheim Foundation 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 20241004094031NAL0005594067003) for The Solomon R. Guggenheim Foundation 403(B) Retirement Plan, reported by The Solomon R. Guggenheim Foundation under EIN 13-5562233 and plan number 002. It reports 688 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004094031NAL0005594067003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Solomon R. Guggenheim Foundation
- EIN
- 13-5562233
- Plan number
- 002
- Location
- New York, NY
- Participants
- 688
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,330,572
- Net assets (EOY)
- $50,330,572
- Employer contributions
- $777,353
- Participant contributions
- $1,731,743
- Total income / additions
- $10,125,068
- Benefits paid
- $3,081,395
- Administrative expenses
- $101,572
- Total expenses
- $3,246,662
- Net increase / (decrease)
- $6,878,406
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pkf O'Connor Davies Llp | AUDITOR | $48,700 | not reported in the loaded dataset |
| Captrust | ADVISOR | $29,266 | not reported in the loaded dataset |
| Proskauer | LEGAL | $7,411 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $7,156 | $0 |
| Charles Schwab & Co. Inc | BROKER | $110 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |