American Meteorological Society Defined Contribution Retirement Plan — Form 5500 plan (American Meteorological Society)
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, American Meteorological Society Defined Contribution Retirement Plan is a benefit plan reported by American Meteorological Society under EIN 04-2103657 and plan number 002. The latest loaded filing year is 2023. The filing reports 207 participants and $32,852,389 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Meteorological Society
- EIN
- 04-2103657
- Plan number
- 002
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 207
- End-of-year plan assets
- $32,852,389
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 207 | H, C | 20241010135342NAL0020206081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,852,389
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,852,389
- Net assets (BOY)
- $27,902,409
Income & contributions
- Employer contributions
- $581,196
- Participant contributions
- $523,331
- Total contributions
- $1,336,851
- Total income / additions
- $6,028,468
Expenses & distributions
- Benefits paid
- $1,028,114
- Administrative expenses
- $50,374
- Total expenses
- $1,078,488
- Net increase / (decrease)
- $4,949,980
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mayflower Advisors | ADVISOR | $18,050 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $17,313 | $0 | 2023 |
| Tonneson & Company, Pc | AUDITOR | $12,250 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTING PENSION | $2,761 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Meteorological Society
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Mayflower Advisors — Schedule C compensation
- Tiaa — Schedule C compensation
- Tonneson & Company, Pc — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation