2023 Form 5500 filing — American Pharmacists Association 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 20240718153404NAL0006074177001) for American Pharmacists Association 401(K) Plan, reported by American Pharmacists Association under EIN 53-0026265 and plan number 002. It reports 183 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)$21.5MReported net assets$21,479,217

Participants183

Provider compensation$102.4K2 Schedule C row(s)$102,365

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240718153404NAL0006074177001
Plan sponsor: American Pharmacists Association
EIN: 53-0026265
Plan number: 002
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)$21.5M total assets

Net assets$21.5MLiabilities$0

Money in vs. money out

Total income / additions$5.4M

Total expenses$4.8M

Benefits paid / distributions$4.7M

Contributions

Employer$559.1K

Participant$1.1M

Full reported line items

Total assets (EOY): $21,479,217
Total liabilities (EOY): $0
Net assets (EOY): $21,479,217
Employer contributions: $559,070
Participant contributions: $1,119,101
Total income / additions: $5,415,088
Benefits paid: $4,721,542
Administrative expenses: $71,053
Total expenses: $4,795,162
Net increase / (decrease): $619,926

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$71.1K
CONTRACT ADMINISTRATOR · Direct $71.1K · Indirect $0
2
Gallagher Fiduciary Advisors, LLC$31.3K
INVESTMENT ADVISORY · Direct $0 · Indirect $31.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240718153404NAL0006074177001 cover?: It is the 2023 Form 5500 filing for American Pharmacists Association 401(K) Plan, reported by American Pharmacists Association (EIN 53-0026265).
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).