2023 Form 5500 filing — American Academy Of Neurology 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240709110658NAL0020843408001) for American Academy Of Neurology 401(K) Plan, reported by American Academy Of Neurology under EIN 61-1532062 and plan number 002. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$40.1MReported net assets$40,115,340
Participants205
Provider compensation$27K2 Schedule C row(s)$26,992
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240709110658NAL0020843408001
Plan sponsor
American Academy Of Neurology
EIN
61-1532062
Plan number
002
Location
Minneapolis, MN
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$40.1M total assets
Net assets$40.1MLiabilities$0
Money in vs. money out
Total income / additions$10.4M
Total expenses$4.2M
Benefits paid / distributions$4.2M
Contributions
Employer$2M
Participant$1.8M
Full reported line items
Total assets (EOY)
$40,115,340
Total liabilities (EOY)
$0
Net assets (EOY)
$40,115,340
Employer contributions
$1,993,286
Participant contributions
$1,757,716
Total income / additions
$10,409,805
Benefits paid
$4,222,425
Administrative expenses
$23,485
Total expenses
$4,245,910
Net increase / (decrease)
$6,163,895

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Nationwide Life InsuranceTRUST RECORDKEEPER$14,121$0
Principal Life Insurance CompanyCONTRACTOR ADMISTRATOR$12,871$0

Related Form 5500 pages