2023 Form 5500 filing — American Dental Education Association 403(B) Retirement Savings 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 20240710100944NAL0008499843001) for American Dental Education Association 403(B) Retirement Savings Plan, reported by American Dental Education Association under EIN 91-1993281 and plan number 001. It reports 189 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)$26.5MReported net assets$26,489,349
Participants189
Provider compensation$65K3 Schedule C row(s)$65,033
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240710100944NAL0008499843001
Plan sponsor
American Dental Education Association
EIN
91-1993281
Plan number
001
Location
Washington, DC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$26.5M total assets
Net assets$26.5MLiabilities$0
Money in vs. money out
Total income / additions$5.5M
Total expenses$1.6M
Benefits paid / distributions$1.5M
Contributions
Employer$917.3K
Participant$850.4K
Full reported line items
Total assets (EOY)
$26,489,349
Total liabilities (EOY)
$0
Net assets (EOY)
$26,489,349
Employer contributions
$917,316
Participant contributions
$850,388
Total income / additions
$5,508,035
Benefits paid
$1,519,290
Administrative expenses
$64,433
Total expenses
$1,597,612
Net increase / (decrease)
$3,910,423
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $38.3K
  2. 2
    Tiaa$18.7K
    RECORDKEEPER · Direct $18.7K · Indirect $0
  3. 3
    ACCOUNTANT · Direct $8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240710100944NAL0008499843001 cover?
It is the 2023 Form 5500 filing for American Dental Education Association 403(B) Retirement Savings Plan, reported by American Dental Education Association (EIN 91-1993281).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages