2023 Form 5500 filing — Santa Barbara Museum Of Natural History 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 20241025084953NAL0002145585001) for Santa Barbara Museum Of Natural History 403(B) Dc Plan, reported by Santa Barbara Museum Of Natural History under EIN 95-1643378 and plan number 002. It reports 124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241025084953NAL0002145585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Santa Barbara Museum Of Natural History
- EIN
- 95-1643378
- Plan number
- 002
- Location
- Santa Barbara, CA
- Participants
- 124
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,517,862
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,517,862
- Employer contributions
- $113,962
- Participant contributions
- $434,475
- Total income / additions
- $1,709,976
- Benefits paid
- $1,051,279
- Administrative expenses
- $27,531
- Total expenses
- $1,078,810
- Net increase / (decrease)
- $631,166
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark | INVESTMENT ADVISORY | $18,378 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | RECORDKEEPER | $10,614 | not reported in the loaded dataset |
| Qbi LLC | TPA | $950 | not reported in the loaded dataset |
| Future Plan By Ascensus | TPA | $200 | not reported in the loaded dataset |