2023 Form 5500 filing — Miami City Ballet 401(K) 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 20241011172705NAL0023329185001) for Miami City Ballet 401(K) Plan, reported by Miami City Ballet, Inc. under EIN 59-2578534 and plan number 002. It reports 143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011172705NAL0023329185001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Miami City Ballet, Inc.
- EIN
- 59-2578534
- Plan number
- 002
- Location
- Miami Beach, FL
- Participants
- 143
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,585,239
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,585,239
- Employer contributions
- $235,982
- Participant contributions
- $516,293
- Total income / additions
- $1,305,501
- Benefits paid
- $72,800
- Administrative expenses
- $8,632
- Total expenses
- $81,432
- Net increase / (decrease)
- $1,224,069
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lwm Advisory Services | NONE | $7,442 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $1,190 | $0 |