2023 Form 5500 filing — Seattle Aquarium Society 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 20241007105848NAL0025979040001) for Seattle Aquarium Society 403(B) Plan, reported by Seattle Aquarium Society under EIN 91-1189249 and plan number 001. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007105848NAL0025979040001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Seattle Aquarium Society
- EIN
- 91-1189249
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 277
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,814,072
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,814,072
- Employer contributions
- $542,433
- Participant contributions
- $1,118,325
- Total income / additions
- $3,416,905
- Benefits paid
- $946,040
- Administrative expenses
- $47,860
- Total expenses
- $993,900
- Net increase / (decrease)
- $2,423,005
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $26,798 | $0 |
| Trutina Financial | INVESTMENT ADVISOR | $21,062 | $11 |
| Flex-Plan Retirement Services, Inc. | OTHER SERVICES | $0 | $4,839 |