How big is Madison Symphony Orchestra Inc.'s plan?

Madison Symphony Orchestra Inc.'s plan reported $1.2M in assets and 50 participants for 2025.

Original filing (PDF)20260421153214NAL0004414656001

Madison Symphony Orchestra Inc.

Name: Madison Symphony Orchestra Inc. — Madison Symphony, Form 5500 (2025)
Creator: Madison Symphony Orchestra Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Madison Symphony Orchestra Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Madison Symphony Orchestra Inc.'s Madison Symphony Orchestra Inc. 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 50 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

ANN H. Bowen signed Madison Symphony Orchestra Inc.'s 2025 Form 5500 as plan administrator.

ANN H. Bowen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Madison Symphony Orchestra Inc.'s EIN is 39-0839707.

EIN 39-0839707

Plan number 001

Plan year 2025

ACK ID 20260421153214NAL0004414656001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Madison Symphony Orchestra Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Madison Symphony Orchestra Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MADISON SYMPHONY ORCHESTRA INC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off