2023 Form 5500 filing — Milwaukee Academy Of Science 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 20251223132354NAL0024438418001) for Milwaukee Academy Of Science 403(B) Plan, reported by Milwaukee Science Education Consortium, Inc. under EIN 39-1974865 and plan number 001. It reports 237 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)$3.6MReported net assets$3,638,770
Participants237
Provider compensation$24.1K2 Schedule C row(s)$24,085
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20251223132354NAL0024438418001
- Plan sponsor
- Milwaukee Science Education Consortium, Inc.
- EIN
- 39-1974865
- Plan number
- 001
- Location
- Milwaukee, WI
- Received date
- not reported in the loaded dataset
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)$3.6M total assets
Net assets$3.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,638,770
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,638,770
- Employer contributions
- $119,342
- Participant contributions
- $324,885
- Total income / additions
- $851,791
- Benefits paid
- $182,055
- Administrative expenses
- $23,980
- Total expenses
- $206,035
- Net increase / (decrease)
- $645,756
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $16,503 | not reported in the loaded dataset |
| Northwestern Mutual Wealth Manage | NONE | $7,582 | not reported in the loaded dataset |