2023 Form 5500 filing — The Musical Arts Association 403(B) 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 20241013124735NAL0012429763001) for The Musical Arts Association 403(B) Retirement Plan, reported by The Musical Arts Association under EIN 34-0714468 and plan number 002. It reports 281 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)$33.8MReported net assets$33,822,985
Participants281
Provider compensation$159.5K2 Schedule C row(s)$159,471
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241013124735NAL0012429763001
Plan sponsor
The Musical Arts Association
EIN
34-0714468
Plan number
002
Location
Cleveland, OH
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)$33.8M total assets
Net assets$33.8MLiabilities$0
Money in vs. money out
Total income / additions$7.5M
Total expenses$3.4M
Benefits paid / distributions$3.2M
Contributions
Employer$1.7M
Participant$925.3K
Full reported line items
Total assets (EOY)
$33,822,985
Total liabilities (EOY)
$0
Net assets (EOY)
$33,822,985
Employer contributions
$1,704,625
Participant contributions
$925,324
Total income / additions
$7,458,946
Benefits paid
$3,234,616
Administrative expenses
$124,761
Total expenses
$3,359,377
Net increase / (decrease)
$4,099,569
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $124.7K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $34.7K

Related Form 5500 pages