Indianapolis Symphony Orchestra 403(B) Plan — Form 5500 plan (Indiana Symphony Society, 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, Indianapolis Symphony Orchestra 403(B) Plan is a benefit plan reported by Indiana Symphony Society, Inc. under EIN 35-0998627 and plan number 003. The latest loaded filing year is 2023. The filing reports 193 participants and $13,887,522 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Indiana Symphony Society, Inc.
- EIN
- 35-0998627
- Plan number
- 003
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 193
- End-of-year plan assets
- $13,887,522
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 193 | H, C | 20250321134231NAL0006035011001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,887,522
- Total liabilities (EOY)
- $175
- Net assets (EOY)
- $13,887,347
- Net assets (BOY)
- $11,097,319
Income & contributions
- Employer contributions
- $386,027
- Participant contributions
- $775,512
- Total contributions
- $1,161,539
- Total income / additions
- $3,450,430
Expenses & distributions
- Benefits paid
- $581,071
- Administrative expenses
- $79,331
- Total expenses
- $660,402
- Net increase / (decrease)
- $2,790,028
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oxford Financial Group, Ltd | INVESTMENT MANAGEMENT | $34,000 | not reported in the loaded dataset | 2023 |
| Crowe, Llp | AUDITOR | $21,609 | not reported in the loaded dataset | 2023 |
| North American Ktrade Alliance, LLC | RECORDKEEPER | $15,400 | not reported in the loaded dataset | 2023 |
| Latitude Service Company, Inc. | TPA | $7,743 | not reported in the loaded dataset | 2023 |
| Fidelity Personal Trust Company Fsb | CUSTODIAN | $0 | $5,682 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Indiana Symphony Society, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Oxford Financial Group, Ltd — Schedule C compensation
- Crowe, Llp — Schedule C compensation
- North American Ktrade Alliance, LLC — Schedule C compensation
- Latitude Service Company, Inc. — Schedule C compensation
- Fidelity Personal Trust Company Fsb — Schedule C compensation