2023 Form 5500 filing — Margaret Woodbury Strong Museum 403(B) Dc 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 20241014162426NAL0027850849002) for Margaret Woodbury Strong Museum 403(B) Dc Plan, reported by Margaret Woodbury Strong Museum under EIN 16-0954168 and plan number 001. It reports 457 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014162426NAL0027850849002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Margaret Woodbury Strong Museum
- EIN
- 16-0954168
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 457
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,467,920
- Net assets (EOY)
- $22,467,920
- Employer contributions
- $451,580
- Participant contributions
- $474,758
- Total income / additions
- $3,658,989
- Benefits paid
- $948,726
- Administrative expenses
- $43,269
- Total expenses
- $991,995
- Net increase / (decrease)
- $2,666,994
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wealth Enhancement Advisory Service | not reported in the loaded dataset | $22,619 | not reported in the loaded dataset |
| Tiaa | not reported in the loaded dataset | $18,860 | $0 |