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 Aquarium Inc. 401(K) Retirement Savings Plan is a benefit plan reported by National Aquarium, Inc under EIN 52-1121163 and plan number 002. The latest loaded filing year is 2023. The filing reports 513 participants and $23,550,822 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,550,822
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,550,822
- Net assets (BOY)
- $20,915,171
Income & contributions
- Employer contributions
- $581,981
- Participant contributions
- $1,501,353
- Total contributions
- $2,089,785
- Total income / additions
- $5,454,927
Expenses & distributions
- Benefits paid
- $2,724,455
- Administrative expenses
- $94,172
- Total expenses
- $2,819,276
- Net increase / (decrease)
- $2,635,651