2023 Form 5500 filing — Aphl 401(K) Pension 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 20240725131022NAL0022477712001) for Aphl 401(K) Pension Plan, reported by Association Of Public Health Laboratories under EIN 52-1800436 and plan number 002. It reports 226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725131022NAL0022477712001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Association Of Public Health Laboratories
- EIN
- 52-1800436
- Plan number
- 002
- Location
- Silver Spring, MD
- Participants
- 226
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,080,008
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,080,008
- Employer contributions
- $2,100,198
- Participant contributions
- $1,410,963
- Total income / additions
- $8,683,693
- Benefits paid
- $3,320,093
- Administrative expenses
- $127,736
- Total expenses
- $3,447,829
- Net increase / (decrease)
- $5,235,864
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners, LLC | INVESTMENT ADVISOR | $42,475 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $32,296 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $31,313 | $0 |
| Gelman, Rosenberg & Freedman, P.C. | AUDITOR | $15,015 | not reported in the loaded dataset |
| Jm Pension Advisory, Inc. | CONTRACT ADMINISTRATOR | $9,809 | not reported in the loaded dataset |