Alvin Ailey Dance Foundation, Inc. 403(B) Retirement Plan — Form 5500 plan (Alvin Ailey Dance Foundation, 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, Alvin Ailey Dance Foundation, Inc. 403(B) Retirement Plan is a benefit plan reported by Alvin Ailey Dance Foundation, Inc. under EIN 13-2584273 and plan number 001. The latest loaded filing year is 2023. The filing reports 259 participants and $21,406,530 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$21.4MPlan net assets, end of year$21,406,530
Participants259Covered participants reported
Assets / participant$82.7KComputed: assets ÷ participants$82,651 (computed)
Provider compensation$50.1K2 Schedule C provider row(s)$50,131
- Plan sponsor
- Alvin Ailey Dance Foundation, Inc.
- EIN
- 13-2584273
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 259 | H, C | 20250414163938NAL0003559744001 |
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)$21.4M total assets
Net assets$21.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $21,406,530
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,406,530
- Net assets (BOY)
- $17,644,936
Income & contributions
- Employer contributions
- $333,166
- Participant contributions
- $1,118,976
- Total contributions
- $2,073,663
- Total income / additions
- $4,428,548
Expenses & distributions
- Benefits paid
- $611,926
- Administrative expenses
- $49,681
- Total expenses
- $666,954
- Net increase / (decrease)
- $3,761,594
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.
23%77%
Employer 23%Participant 77%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income14%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $38,131 | $0 | 2023 |
| Cfs Investment Advisory Services | ADVISOR | $12,000 | not reported in the loaded dataset | 2023 |