2023 Form 5500 filing — Hagley Museum & Library 403(B) 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 20241014132238NAL0027377777001) for Hagley Museum & Library 403(B) Plan, reported by Eleutherian Mills-Hagley Foundation, Inc. under EIN 51-0070531 and plan number 002. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014132238NAL0027377777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eleutherian Mills-Hagley Foundation, Inc.
- EIN
- 51-0070531
- Plan number
- 002
- Location
- Wilmington, DE
- Participants
- 161
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,565,250
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,565,250
- Employer contributions
- $357,098
- Participant contributions
- $279,136
- Total income / additions
- $3,275,583
- Benefits paid
- $287,103
- Administrative expenses
- $41,674
- Total expenses
- $328,777
- Net increase / (decrease)
- $2,946,806
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Matrix Trust Company | RECORDKEEPER | $25,869 | not reported in the loaded dataset |
| Pcs Retirement, LLC | RECORDKEEPER | $8,344 | not reported in the loaded dataset |
| Biddle Capital Management | INVESTMENT ADVISOR | $4,792 | not reported in the loaded dataset |
| Atlantic Pension Services | CONTRACT ADMIN | $2,669 | not reported in the loaded dataset |