2023 Form 5500 filing — Indianapolis Symphony Orchestra 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 20250321134231NAL0006035011001) for Indianapolis Symphony Orchestra 403(B) Plan, reported by Indiana Symphony Society, Inc. under EIN 35-0998627 and plan number 003. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250321134231NAL0006035011001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Indiana Symphony Society, Inc.
- EIN
- 35-0998627
- Plan number
- 003
- Location
- Indianapolis, IN
- Participants
- 193
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,887,522
- Total liabilities (EOY)
- $175
- Net assets (EOY)
- $13,887,347
- Employer contributions
- $386,027
- Participant contributions
- $775,512
- Total income / additions
- $3,450,430
- Benefits paid
- $581,071
- Administrative expenses
- $79,331
- Total expenses
- $660,402
- Net increase / (decrease)
- $2,790,028
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oxford Financial Group, Ltd | INVESTMENT MANAGEMENT | $34,000 | not reported in the loaded dataset |
| Crowe, Llp | AUDITOR | $21,609 | not reported in the loaded dataset |
| North American Ktrade Alliance, LLC | RECORDKEEPER | $15,400 | not reported in the loaded dataset |
| Latitude Service Company, Inc. | TPA | $7,743 | not reported in the loaded dataset |
| Fidelity Personal Trust Company Fsb | CUSTODIAN | $0 | $5,682 |