Plan5500

Plimoth Patuxet Museums, Inc. Tax Sheltered Annuity Plan — Form 5500 plan (Plimoth Patuxet Museums, 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, Plimoth Patuxet Museums, Inc. Tax Sheltered Annuity Plan is a benefit plan reported by Plimoth Patuxet Museums, Inc. under EIN 04-2210750 and plan number 003. The latest loaded filing year is 2023. The filing reports 160 participants and $3,002,143 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Plimoth Patuxet Museums, Inc.
EIN
04-2210750
Plan number
003
Plan type
2
Location
Plymouth, MA
Latest filing year
2023
Participants
160
End-of-year plan assets
$3,002,143

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023160H, C20240624111319NAL0003892179001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,002,143
Total liabilities (EOY)
$0
Net assets (EOY)
$3,002,143
Net assets (BOY)
$2,672,406

Income & contributions

Participant contributions
$115,011
Total contributions
$115,011
Total income / additions
$542,291

Expenses & distributions

Benefits paid
$176,772
Administrative expenses
$35,782
Total expenses
$212,554
Net increase / (decrease)
$329,737

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideCONTRACT ADMINISTRATOR$15,818$2352023
Capital Analysts, Inc.INVESTMENT ADVISOR$14,049not reported in the loaded dataset2023
The Hilb Group Of New EnglandCONTRACT ADMINISTRATOR$6,094not reported in the loaded dataset2023

Related Form 5500 pages