Seattle Aquarium Society 403(B) Plan — Form 5500 plan (Seattle Aquarium Society)
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, Seattle Aquarium Society 403(B) Plan is a benefit plan reported by Seattle Aquarium Society under EIN 91-1189249 and plan number 001. The latest loaded filing year is 2023. The filing reports 277 participants and $12,814,072 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Seattle Aquarium Society
- EIN
- 91-1189249
- Plan number
- 001
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 277
- End-of-year plan assets
- $12,814,072
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 277 | H, C | 20241007105848NAL0025979040001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,814,072
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,814,072
- Net assets (BOY)
- $10,391,067
Income & contributions
- Employer contributions
- $542,433
- Participant contributions
- $1,118,325
- Total contributions
- $1,734,841
- Total income / additions
- $3,416,905
Expenses & distributions
- Benefits paid
- $946,040
- Administrative expenses
- $47,860
- Total expenses
- $993,900
- Net increase / (decrease)
- $2,423,005
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $26,798 | $0 | 2023 |
| Trutina Financial | INVESTMENT ADVISOR | $21,062 | $11 | 2023 |
| Flex-Plan Retirement Services, Inc. | OTHER SERVICES | $0 | $4,839 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Seattle Aquarium Society
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Principal Life Insurance Company — Schedule C compensation
- Trutina Financial — Schedule C compensation
- Flex-Plan Retirement Services, Inc. — Schedule C compensation