2023 Form 5500 filing — Aafmaa Entity 401k 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 20240821095435NAL0003804305001) for Aafmaa Entity 401k Plan, reported by American Armed Forces Mutual Aid Association under EIN 53-0213841 and plan number 003. It reports 207 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)$8.4MReported net assets$8,437,078

Participants207

Provider compensation$2012 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240821095435NAL0003804305001
Plan sponsor: American Armed Forces Mutual Aid Association
EIN: 53-0213841
Plan number: 003
Location: Reston, VA
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)$8.4M total assets

Net assets$8.4MLiabilities—

Money in vs. money out

Total income / additions$3.2M

Total expenses$1.3M

Benefits paid / distributions$1.3M

Contributions

Employer$515.6K

Participant$1.1M

Full reported line items

Total assets (EOY): $8,437,078
Net assets (EOY): $8,437,078
Employer contributions: $515,593
Participant contributions: $1,134,654
Total income / additions: $3,160,331
Benefits paid: $1,322,772
Administrative expenses: $201
Total expenses: $1,342,744
Net increase / (decrease): $1,817,587

Schedule C

Reported service provider compensation

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

1
Transamerica Retirement Solutions$201
RECORD KEEPER · Direct $201 · Indirect $0
2
National Financial Services$0
SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240821095435NAL0003804305001 cover?: It is the 2023 Form 5500 filing for Aafmaa Entity 401k Plan, reported by American Armed Forces Mutual Aid Association (EIN 53-0213841).
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).