The National World War Ii Museum 401k Plan — Form 5500 plan (The National World War Ii Museum, 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, The National World War Ii Museum 401k Plan is a benefit plan reported by The National World War Ii Museum, Inc. under EIN 72-1200790 and plan number 001. The latest loaded filing year is 2023. The filing reports 361 participants and $13,219,121 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The National World War Ii Museum, Inc.
- EIN
- 72-1200790
- Plan number
- 001
- Plan type
- 2
- Location
- New Orleans, LA
- Latest filing year
- 2023
- Participants
- 361
- End-of-year plan assets
- $13,219,121
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 361 | H, C | 20240924163032NAL0004825939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,219,121
- Net assets (EOY)
- $13,219,121
- Net assets (BOY)
- $11,051,471
Income & contributions
- Employer contributions
- $395,786
- Participant contributions
- $1,162,062
- Total contributions
- $1,577,256
- Total income / additions
- $3,330,112
Expenses & distributions
- Benefits paid
- $1,107,157
- Administrative expenses
- $55,305
- Total expenses
- $1,162,462
- Net increase / (decrease)
- $2,167,650
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $35,962 | $0 | 2023 |
| Advisor Resource Council | INVESTMENT ADVISORY-PLAN | $13,517 | not reported in the loaded dataset | 2023 |
| Second Line Capital LLC | INVESTMENT ADVISORY-PLAN | $5,826 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The National World War Ii Museum, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in New Orleans, LA
- Transamerica Retirement Solutions — Schedule C compensation
- Advisor Resource Council — Schedule C compensation
- Second Line Capital LLC — Schedule C compensation