National Marine Mammal Foundation Retirement Plan — Form 5500 plan (National Marine Mammal Foundation)
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, National Marine Mammal Foundation Retirement Plan is a benefit plan reported by National Marine Mammal Foundation under EIN 26-1501109 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $14,985,806 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Marine Mammal Foundation
- EIN
- 26-1501109
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 169
- End-of-year plan assets
- $14,985,806
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20240930113453NAL0002587699001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,985,806
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,985,806
- Net assets (BOY)
- $13,066,652
Income & contributions
- Employer contributions
- $412,309
- Participant contributions
- $699,292
- Total contributions
- $1,112,951
- Total income / additions
- $3,826,082
Expenses & distributions
- Benefits paid
- $1,892,691
- Administrative expenses
- $14,237
- Total expenses
- $1,906,928
- Net increase / (decrease)
- $1,919,154
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Compass Wealth Management, LLC | NONE | $13,937 | not reported in the loaded dataset | 2023 |
| Digital Retirement Solutions, Inc. | NONE | $300 | $0 | 2023 |
| Matrix Financial Solutions, Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Marine Mammal Foundation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Compass Wealth Management, LLC — Schedule C compensation
- Digital Retirement Solutions, Inc. — Schedule C compensation
- Matrix Financial Solutions, Inc. — Schedule C compensation