2023 Form 5500 filing — Arizona-Sonora Desert Museum, 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 20241010135800NAL0011545843001) for Arizona-Sonora Desert Museum, Inc. Retirement Plan, reported by Arizona-Sonora Desert Museum, Inc. under EIN 86-0111675 and plan number 001. It reports 246 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)$8.8MReported net assets$8,750,148

Participants246

Provider compensation$41K5 Schedule C row(s)$40,993

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241010135800NAL0011545843001
Plan sponsor: Arizona-Sonora Desert Museum, Inc.
EIN: 86-0111675
Plan number: 001
Location: Tucson, AZ
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)$8.8M total assets

Net assets$8.8MLiabilities$0

Money in vs. money out

Total income / additions$1.8M

Total expenses$1.2M

Benefits paid / distributions$1.2M

Contributions

Employer$138.3K

Participant$425.2K

Full reported line items

Total assets (EOY): $8,750,148
Total liabilities (EOY): $0
Net assets (EOY): $8,750,148
Employer contributions: $138,277
Participant contributions: $425,205
Total income / additions: $1,849,935
Benefits paid: $1,155,532
Administrative expenses: $39,743
Total expenses: $1,195,275
Net increase / (decrease): $654,660

Schedule C

Reported service provider compensation

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

1
Standard$26.4K
RECORDKEEPER · Direct $25.6K · Indirect $888
2
Global Retirement Partners, LLC$13.9K
ADVISOR · Direct $13.9K
3
Tiaa$685
RECORDKEEPER · Direct $685 · Indirect $0
4
Prudential$0
RECORDKEEPER · Direct $0 · Indirect $0
5
Empower$0
RECORDKEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010135800NAL0011545843001 cover?: It is the 2023 Form 5500 filing for Arizona-Sonora Desert Museum, Inc. Retirement Plan, reported by Arizona-Sonora Desert Museum, Inc. (EIN 86-0111675).
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).