Museum Of Science Savings Plan — Form 5500 plan (Museum Of Science)
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, Museum Of Science Savings Plan is a benefit plan reported by Museum Of Science under EIN 04-2103916 and plan number 003. The latest loaded filing year is 2023. The filing reports 676 participants and $40,254,634 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$40.3MPlan net assets, end of year$40,254,634
Participants676Covered participants reported
Assets / participant$59.5KComputed: assets ÷ participants$59,548 (computed)
Provider compensationNone reported1 Schedule C provider row(s)
- Plan sponsor
- Museum Of Science
- EIN
- 04-2103916
- Plan number
- 003
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 676 | H, C | 20241011115840NAL0010889859001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$40.3M total assets
Net assets$40.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $40,254,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,254,634
- Net assets (BOY)
- $33,600,881
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $2,127,494
- Total contributions
- $2,127,494
- Total income / additions
- $9,850,668
Expenses & distributions
- Benefits paid
- $3,225,078
- Administrative expenses
- -$28,163
- Total expenses
- $3,196,915
- Net increase / (decrease)
- $6,653,753
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
100%
Employer 0%Participant 100%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$28,713 | $0 | 2023 |