Storm King Art Center 403(B) Retirement Plan — Form 5500 plan (Storm King Art Center)

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, Storm King Art Center 403(B) Retirement Plan is a benefit plan reported by Storm King Art Center under EIN 14-1457573 and plan number 002. The latest loaded filing year is 2023. The filing reports 149 participants and $4,849,126 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.8MPlan net assets, end of year$4,849,126
Participants149Covered participants reported
Assets / participant$32.5KComputed: assets ÷ participants$32,544 (computed)
Provider compensation$13.2K1 Schedule C provider row(s)$13,154
Plan sponsor
Storm King Art Center
EIN
14-1457573
Plan number
002
Plan type
2
Location
New Windsor, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023149H, C20241008143125NAL0017790737001
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)$4.8M total assets
Net assets$4.8MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$318.2K
Benefits paid / distributions$305.1K
Contributions
Employer$216.6K
Participant$342K
Full reported line items

Net assets

Total assets (EOY)
$4,849,126
Total liabilities (EOY)
$0
Net assets (EOY)
$4,849,126
Net assets (BOY)
$3,884,637

Income & contributions

Employer contributions
$216,565
Participant contributions
$342,049
Total contributions
$560,770
Total income / additions
$1,282,707

Expenses & distributions

Benefits paid
$305,064
Administrative expenses
$13,154
Total expenses
$318,218
Net increase / (decrease)
$964,489
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.

Contribution share (employer vs. participant)
Employer 39%Participant 61%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$13,154$02023

Related Form 5500 pages