2023 Form 5500 filing — Council For Usa 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 20240725051816NAL0029500482001) for Council For Usa 401(K) Plan, reported by His Highness Prince Aga Khan Shi under EIN 06-1204397 and plan number 001. It reports 134 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)$7.6MReported net assets$7,588,462
Participants134
Provider compensation$35.2K3 Schedule C row(s)$35,243
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240725051816NAL0029500482001
Plan sponsor
His Highness Prince Aga Khan Shi
EIN
06-1204397
Plan number
001
Location
Sugar Land, TX
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)$7.6M total assets
Net assets$7.6MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$831K
Benefits paid / distributions$802.4K
Contributions
Employer$223.2K
Participant$540.3K
Full reported line items
Total assets (EOY)
$7,588,462
Total liabilities (EOY)
$0
Net assets (EOY)
$7,588,462
Employer contributions
$223,235
Participant contributions
$540,253
Total income / additions
$1,919,336
Benefits paid
$802,417
Administrative expenses
$28,543
Total expenses
$830,991
Net increase / (decrease)
$1,088,345
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $13.4K · Indirect $0
  2. 2
    Adp, Inc.$10.9K
    RECORD KEEPER · Direct $10.9K · Indirect $0
  3. 3
    ACTUARY · Direct $10.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240725051816NAL0029500482001 cover?
It is the 2023 Form 5500 filing for Council For Usa 401(K) Plan, reported by His Highness Prince Aga Khan Shi (EIN 06-1204397).
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