How big is Monterey County Symphony Association's plan?

Monterey County Symphony Association's plan reported $72K in assets and 6 participants for 2024.

Original filing (PDF)20251009141500NAL0003646179001

Monterey County Symphony Association

Name: Monterey County Symphony Association — Monterey, Form 5500 (2024)
Creator: Monterey County Symphony Association
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monterey Symphony Retirement Plan

403(b) retirement plan · Monterey County Symphony Association's Monterey Symphony Retirement Plan held $72K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$72K

Net assets (EOY)

$72K

People on this filing

Nicola Reilly signed Monterey County Symphony Association's 2024 Form 5500 as plan administrator.

Nicola Reilly — 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

Monterey County Symphony Association's EIN is 94-1584123.

EIN 94-1584123

Plan number 001

Plan year 2024

ACK ID 20251009141500NAL0003646179001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Monterey County Symphony Association from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Monterey County Symphony Association's plan includes profit-sharing, a 403(b) annuity.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

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