2023 Form 5500 filing — Fernbank Inc. 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 20241009163720NAL0009408403001) for Fernbank Inc. Retirement Plan, reported by Fernbank Museum Of Natural History under EIN 58-6028607 and plan number 001. It reports 156 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)$6.8MReported net assets$6,820,141

Participants156

Provider compensation$67.8K4 Schedule C row(s)$67,804

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241009163720NAL0009408403001
Plan sponsor: Fernbank Museum Of Natural History
EIN: 58-6028607
Plan number: 001
Location: Atlanta, GA
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)$6.8M total assets

Net assets$6.8MLiabilities—

Money in vs. money out

Total income / additions$1.3M

Total expenses$257.8K

Benefits paid / distributions$216.5K

Contributions

Employer$101.9K

Participant$168.8K

Full reported line items

Total assets (EOY): $6,820,141
Net assets (EOY): $6,820,141
Employer contributions: $101,895
Participant contributions: $168,809
Total income / additions: $1,250,694
Benefits paid: $216,516
Administrative expenses: $41,316
Total expenses: $257,832
Net increase / (decrease): $992,862

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$40.9K
CONTRACT ADMINISTRATOR · Direct $40.9K · Indirect $0
2
Cambridge Investment Research Advis$18.5K
INVESTMENT ADVISORY · Direct $0 · Indirect $18.5K
3
Pension Financial Services, Inc.$7.9K
CONTRACT ADMINISTRATOR · Direct $0 · Indirect $7.9K
4
Lincoln National Corporation$550
SERVICE PROVIDER · Direct $550 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009163720NAL0009408403001 cover?: It is the 2023 Form 5500 filing for Fernbank Inc. Retirement Plan, reported by Fernbank Museum Of Natural History (EIN 58-6028607).
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).