The Isabella Stewart Gardner Museum 403(B) Plan — Form 5500 plan (The Isabella Stewart Gardner Museum)
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, The Isabella Stewart Gardner Museum 403(B) Plan is a benefit plan reported by The Isabella Stewart Gardner Museum under EIN 04-2104334 and plan number 002. The latest loaded filing year is 2023. The filing reports 277 participants and $8,765,228 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Isabella Stewart Gardner Museum
- EIN
- 04-2104334
- Plan number
- 002
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 277
- End-of-year plan assets
- $8,765,228
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 277 | H, C | 20241011170841NAL0022401745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,765,228
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,765,228
- Net assets (BOY)
- $7,105,860
Income & contributions
- Employer contributions
- $167,160
- Participant contributions
- $664,878
- Total contributions
- $890,658
- Total income / additions
- $2,053,331
Expenses & distributions
- Benefits paid
- $334,595
- Administrative expenses
- $37,337
- Total expenses
- $393,963
- Net increase / (decrease)
- $1,659,368
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Retirement Plan Servi | RECORDKEEPER | $14,899 | not reported in the loaded dataset | 2023 |
| Lion Street Advisors, LLC | INVESTMENT ADVISOR | $12,000 | not reported in the loaded dataset | 2023 |
| Angell Pension Group, Inc. | CONTRACT ADMINISTRATOR | $11,789 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Isabella Stewart Gardner Museum
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Capital Group Retirement Plan Servi — Schedule C compensation
- Lion Street Advisors, LLC — Schedule C compensation
- Angell Pension Group, Inc. — Schedule C compensation