2023 Form 5500 filing — National Sept 11 Memorial & Museum 403(B) 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 20241004111953NAL0011353201001) for National Sept 11 Memorial & Museum 403(B) Plan, reported by National September 11 Memorial And Museum At The World Trade Center under EIN 61-1745872 and plan number 001. It reports 505 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$36.7MReported net assets$36,677,898
Participants505
Provider compensation$60.9K3 Schedule C row(s)$60,857
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004111953NAL0011353201001
Plan sponsor
National September 11 Memorial And Museum At The World Trade Center
EIN
61-1745872
Plan number
001
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$36.7M total assets
Net assets$36.7MLiabilities$0
Money in vs. money out
Total income / additions$8.5M
Total expenses$2.2M
Benefits paid / distributions$2.1M
Contributions
Employer$1.3M
Participant$1.4M
Full reported line items
Total assets (EOY)
$36,677,898
Total liabilities (EOY)
$0
Net assets (EOY)
$36,677,898
Employer contributions
$1,339,179
Participant contributions
$1,359,422
Total income / additions
$8,543,628
Benefits paid
$2,122,618
Administrative expenses
$60,557
Total expenses
$2,183,175
Net increase / (decrease)
$6,360,453
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $27.5K
  2. 2
    NONE · Direct $17.7K
  3. 3
    Tiaa$15.6K
    NONE · Direct $15.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004111953NAL0011353201001 cover?
It is the 2023 Form 5500 filing for National Sept 11 Memorial & Museum 403(B) Plan, reported by National September 11 Memorial And Museum At The World Trade Center (EIN 61-1745872).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages