Peabody Essex Museum 401(A) Plan — Form 5500 plan (Peabody Essex 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, Peabody Essex Museum 401(A) Plan is a benefit plan reported by Peabody Essex Museum under EIN 04-3157815 and plan number 002. The latest loaded filing year is 2023. The filing reports 228 participants and $10,953,628 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peabody Essex Museum
- EIN
- 04-3157815
- Plan number
- 002
- Plan type
- 2
- Location
- Salem, MA
- Latest filing year
- 2023
- Participants
- 228
- End-of-year plan assets
- $10,953,628
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 228 | H, C | 20240808091447NAL0002737603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,953,628
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,953,628
- Net assets (BOY)
- $9,107,010
Income & contributions
- Employer contributions
- $696,597
- Participant contributions
- $0
- Total contributions
- $696,597
- Total income / additions
- $2,306,281
Expenses & distributions
- Benefits paid
- $431,768
- Administrative expenses
- $27,895
- Total expenses
- $459,663
- Net increase / (decrease)
- $1,846,618
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $27,895 | $0 | 2023 |