Original filing (PDF)20240411081427NAL0000287585001

FORT WAYNE ORCHESTRA INC

Name: FORT WAYNE ORCHESTRA INC — FORT WAYNE PHILHARMONIC ORCHESTRA, INC. 403(B) ANNUITY PLAN, Form 5500 (2023)
Creator: FORT WAYNE ORCHESTRA INC

Form 5500-SF

FILING_RECEIVED

FORT WAYNE PHILHARMONIC ORCHESTRA, INC. 403(B) ANNUITY PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORT WAYNE ORCHESTRA INC.

Plan sponsor

Name

FORT WAYNE ORCHESTRA INC

EIN

35-0791163

Address

4901 FULLER DR · FORT WAYNE, IN · 468353277

Phone

(260) 481-0770

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-04-11

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Arts, Entertainment, Recreation plans

FOUR AND TWENTY LLC

FOUR AND TWENTY LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.1M · 161 participants

THE PRODUCERS, INC.

THE PRODUCERS, INC. 401(K) PLAN

$1.1M · 21 participants

FROZEN FINGERS INC.

FROZEN FINGERS INC. PROFIT SHARING/401(K) PLAN

$1.1M · 2 participants

CHARLESTON STAGE COMPANY

CHARLESTON STAGE COMPANY RETIREMENT PLAN

$1.1M · 32 participants

TOPEKA CIVIC THEATRE & ACADEMY, INC.

TOPEKA CIVIC THEATRE & ACADEMY, INC. 403(B) PLAN