Brandywine Conservancy & Museum Of Art 403(B) Retirement Plan — Form 5500 plan (Brandywine Conservancy & Museum Of Art)
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, Brandywine Conservancy & Museum Of Art 403(B) Retirement Plan is a benefit plan reported by Brandywine Conservancy & Museum Of Art under EIN 51-6020908 and plan number 002. The latest loaded filing year is 2023. The filing reports 188 participants and $8,516,297 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brandywine Conservancy & Museum Of Art
- EIN
- 51-6020908
- Plan number
- 002
- Plan type
- 2
- Location
- Chadds Ford, PA
- Latest filing year
- 2023
- Participants
- 188
- End-of-year plan assets
- $8,516,297
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H, C | 20241002212814NAL0018608370001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,516,297
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,516,297
- Net assets (BOY)
- $7,280,146
Income & contributions
- Employer contributions
- $291,652
- Participant contributions
- $456,300
- Total contributions
- $750,092
- Total income / additions
- $1,960,836
Expenses & distributions
- Benefits paid
- $721,052
- Administrative expenses
- $3,633
- Total expenses
- $724,685
- Net increase / (decrease)
- $1,236,151
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $3,633 | $4,028 | 2023 |