Section 403(B) Retirement Plan For Audubon Nature Institute, Inc. — Form 5500 plan (Audubon Nature Institute, 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, Section 403(B) Retirement Plan For Audubon Nature Institute, Inc. is a benefit plan reported by Audubon Nature Institute, Inc. under EIN 51-0157624 and plan number 002. The latest loaded filing year is 2023. The filing reports 735 participants and $20,057,767 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Audubon Nature Institute, Inc.
EIN
51-0157624
Plan number
002
Plan type
2
Location
New Orleans, LA
Latest filing year
2023
Participants
735
End-of-year plan assets
$20,057,767

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023735H, C20241015133758NAL0049654656001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,057,767
Total liabilities (EOY)
$0
Net assets (EOY)
$20,057,767
Net assets (BOY)
$18,218,788

Income & contributions

Employer contributions
$278,668
Participant contributions
$914,743
Total contributions
$1,281,249
Total income / additions
$4,162,675

Expenses & distributions

Benefits paid
$2,271,750
Administrative expenses
$39,779
Total expenses
$2,323,696
Net increase / (decrease)
$1,838,979

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Metlife Life Insurance CompanyRECORDKEEPER$39,779$02023

Related Form 5500 pages