2023 Form 5500 filing — Indiana Historical Society Defined Contribution 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 20241011135829NAL0021991185001) for Indiana Historical Society Defined Contribution Retirement Plan, reported by Indiana Historical Society under EIN 35-0876384 and plan number 003. It reports 140 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)$8.3MReported net assets$8,273,080
Participants140
Provider compensation$17.2K1 Schedule C row(s)$17,199
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011135829NAL0021991185001
- Plan sponsor
- Indiana Historical Society
- EIN
- 35-0876384
- Plan number
- 003
- Location
- Indianapolis, IN
- Received date
- not reported in the loaded dataset
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)$8.3M total assets
Net assets$8.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,273,080
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,273,080
- Employer contributions
- $232,680
- Participant contributions
- $0
- Total income / additions
- $1,173,614
- Benefits paid
- $250,423
- Administrative expenses
- $152
- Total expenses
- $250,575
- Net increase / (decrease)
- $923,039
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $398 | $16,801 |