The Corporation Of Fine Arts Museums 401(K) Plan — Form 5500 plan (The Corporation Of Fine Arts Museums)
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 Corporation Of Fine Arts Museums 401(K) Plan is a benefit plan reported by The Corporation Of Fine Arts Museums under EIN 94-3045948 and plan number 002. The latest loaded filing year is 2023. The filing reports 305 participants and $23,451,614 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$23.5MPlan net assets, end of year$23,451,614
Participants305Covered participants reported
Assets / participant$76.9KComputed: assets ÷ participants$76,891 (computed)
Provider compensation$74.3K3 Schedule C provider row(s)$74,278
- Plan sponsor
- The Corporation Of Fine Arts Museums
- EIN
- 94-3045948
- Plan number
- 002
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 305 | H, C | 20241010160633NAL0034709888001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$23.5M total assets
Net assets$23.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $23,451,614
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,451,614
- Net assets (BOY)
- $18,509,810
Income & contributions
- Employer contributions
- $796,219
- Participant contributions
- $1,926,680
- Total contributions
- $2,929,450
- Total income / additions
- $6,687,279
Expenses & distributions
- Benefits paid
- $1,671,197
- Administrative expenses
- $74,278
- Total expenses
- $1,745,475
- Net increase / (decrease)
- $4,941,804
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
29%71%
Employer 29%Participant 71%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $33,900 | $0 | 2023 |
| Burnham Gibson Wealth Advisors LLC | ADVISOR | $30,356 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $10,022 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Corporation Of Fine Arts Museums
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Fidelity Investments Institutional — Schedule C compensation
- Burnham Gibson Wealth Advisors LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation