Overture Center Foundation 401(K) Retirement Plan — Form 5500 plan (Overture Center Foundation)
Plain-English plan 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, Overture Center Foundation 401(K) Retirement Plan is a benefit plan reported by Overture Center Foundation under EIN 01-0645482 and plan number 001. The latest loaded filing year is 2023. The filing reports 105 participants and $3,445,280 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Overture Center Foundation
- EIN
- 01-0645482
- Plan number
- 001
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 105
- End-of-year plan assets
- $3,445,280
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 105 | H, C | 20240730105044NAL0043520818001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,445,280
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,445,280
- Net assets (BOY)
- $2,795,385
Income & contributions
- Employer contributions
- $181,286
- Participant contributions
- $473,370
- Total contributions
- $657,596
- Total income / additions
- $1,130,078
Expenses & distributions
- Benefits paid
- $479,083
- Administrative expenses
- $1,100
- Total expenses
- $480,183
- Net increase / (decrease)
- $649,895
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Benefit Services Inc | SERVICE PROVIDER | $0 | $12,176 | 2023 |
| Park Capital Management, LLC | SERVICE PROVIDER | $0 | $2,769 | 2023 |