Massachusetts Audubon Society 403(B) Retirement Savings Plan — Form 5500 plan (Massachusetts Audubon Society, Inc.)

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, Massachusetts Audubon Society 403(B) Retirement Savings Plan is a benefit plan reported by Massachusetts Audubon Society, Inc. under EIN 04-2104702 and plan number 002. The latest loaded filing year is 2023. The filing reports 989 participants and $51,719,497 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Massachusetts Audubon Society, Inc.
EIN
04-2104702
Plan number
002
Plan type
2
Location
Lincoln, MA
Latest filing year
2023
Participants
989
End-of-year plan assets
$51,719,497

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023989H, C20241010093000NAL0033705616001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$51,719,497
Total liabilities (EOY)
$0
Net assets (EOY)
$51,719,497
Net assets (BOY)
$43,026,166

Income & contributions

Employer contributions
$1,253,120
Participant contributions
$1,889,322
Total contributions
$3,146,780
Total income / additions
$10,541,501

Expenses & distributions

Benefits paid
$1,784,782
Administrative expenses
$62,998
Total expenses
$1,848,170
Net increase / (decrease)
$8,693,331

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Metlife Life Insurance CompanyRECORDKEEPER$62,998$02023

Related Form 5500 pages