Hagley Museum & Library 403(B) Plan — Form 5500 plan (Eleutherian Mills-Hagley 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, Hagley Museum & Library 403(B) Plan is a benefit plan reported by Eleutherian Mills-Hagley Foundation, Inc. under EIN 51-0070531 and plan number 002. The latest loaded filing year is 2023. The filing reports 161 participants and $18,565,250 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eleutherian Mills-Hagley Foundation, Inc.
- EIN
- 51-0070531
- Plan number
- 002
- Plan type
- 2
- Location
- Wilmington, DE
- Latest filing year
- 2023
- Participants
- 161
- End-of-year plan assets
- $18,565,250
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 161 | H, C | 20241014132238NAL0027377777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,565,250
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,565,250
- Net assets (BOY)
- $15,618,444
Income & contributions
- Employer contributions
- $357,098
- Participant contributions
- $279,136
- Total contributions
- $636,234
- Total income / additions
- $3,275,583
Expenses & distributions
- Benefits paid
- $287,103
- Administrative expenses
- $41,674
- Total expenses
- $328,777
- Net increase / (decrease)
- $2,946,806
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Matrix Trust Company | RECORDKEEPER | $25,869 | not reported in the loaded dataset | 2023 |
| Pcs Retirement, LLC | RECORDKEEPER | $8,344 | not reported in the loaded dataset | 2023 |
| Biddle Capital Management | INVESTMENT ADVISOR | $4,792 | not reported in the loaded dataset | 2023 |
| Atlantic Pension Services | CONTRACT ADMIN | $2,669 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eleutherian Mills-Hagley Foundation, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in DE
- 401(k) and benefit plan filings in Wilmington, DE
- Matrix Trust Company — Schedule C compensation
- Pcs Retirement, LLC — Schedule C compensation
- Biddle Capital Management — Schedule C compensation
- Atlantic Pension Services — Schedule C compensation