Buffalo Bill Historical Center 403(B) Dc Plan — Form 5500 plan (Buffalo Bill Memorial Association)
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, Buffalo Bill Historical Center 403(B) Dc Plan is a benefit plan reported by Buffalo Bill Memorial Association under EIN 83-0180403 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $9,091,258 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Buffalo Bill Memorial Association
- EIN
- 83-0180403
- Plan number
- 001
- Plan type
- 2
- Location
- Cody, WY
- Latest filing year
- 2023
- Participants
- 186
- End-of-year plan assets
- $9,091,258
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 186 | H, C | 20240520090750NAL0002055152001 |
| 2023 | 190 | H, C | 20240520090923NAL0002004242001 |
| 2023 | 169 | H, C | 20241003172159NAL0005957907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,441,462
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,441,462
- Net assets (BOY)
- $8,795,492
Income & contributions
- Employer contributions
- $123,563
- Participant contributions
- $255,134
- Total contributions
- $378,697
- Total income / additions
- $2,193,755
Expenses & distributions
- Benefits paid
- $635,664
- Administrative expenses
- $14,082
- Total expenses
- $649,746
- Net increase / (decrease)
- $1,544,009
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mma Securities LLC | ADVISOR | $13,941 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $114 | $0 | 2023 |