Perot Museum Of Nature And Science Employee Savings Plan — Form 5500 plan (Perot Museum Of Nature And Science)
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, Perot Museum Of Nature And Science Employee Savings Plan is a benefit plan reported by Perot Museum Of Nature And Science under EIN 75-6067569 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $6,678,948 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Perot Museum Of Nature And Science
- EIN
- 75-6067569
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 250
- End-of-year plan assets
- $6,678,948
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 250 | H, C | 20240930175948NAL0005881729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,678,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,678,948
- Net assets (BOY)
- $5,331,287
Income & contributions
- Employer contributions
- $278,708
- Participant contributions
- $536,283
- Total contributions
- $891,235
- Total income / additions
- $1,764,769
Expenses & distributions
- Benefits paid
- $377,045
- Administrative expenses
- $40,063
- Total expenses
- $417,108
- Net increase / (decrease)
- $1,347,661
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $70,108 | $4,778 | 2023 |
| Cecilco | THIRD PARTY A DMINISTRAT | $4,655 | $25,366 | 2023 |
| Prospera Financial Services | BROKER DEALER | $0 | $2,208 | 2023 |