2023 Form 5500 filing — Grand Rapids Symphony Society 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 20250616141238NAL0002517794001) for Grand Rapids Symphony Society Retirement Plan, reported by Grand Rapids Symphony Society under EIN 38-6005447 and plan number 002. It reports 117 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)$11.5MReported net assets$11,537,305
Participants117
Provider compensation$112.4K2 Schedule C row(s)$112,387
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250616141238NAL0002517794001
Plan sponsor
Grand Rapids Symphony Society
EIN
38-6005447
Plan number
002
Location
Grand Rapids, MI
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)$11.5M total assets
Net assets$11.5MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$1.1M
Benefits paid / distributions$1M
Contributions
Employer$159.3K
Participant$397.1K
Full reported line items
Total assets (EOY)
$11,537,305
Total liabilities (EOY)
$0
Net assets (EOY)
$11,537,305
Employer contributions
$159,320
Participant contributions
$397,101
Total income / additions
$2,411,277
Benefits paid
$1,008,717
Administrative expenses
$80,538
Total expenses
$1,089,388
Net increase / (decrease)
$1,321,889
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $80.5K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $31.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250616141238NAL0002517794001 cover?
It is the 2023 Form 5500 filing for Grand Rapids Symphony Society Retirement Plan, reported by Grand Rapids Symphony Society (EIN 38-6005447).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages