2023 Form 5500 filing — United States Tennis Association Retirement 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 20240821102346NAL0006810704001) for United States Tennis Association Retirement Plan, reported by United States Tennis Association under EIN 13-5459420 and plan number 003. It reports 731 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)$107.9MReported net assets$107,925,826

Participants731

Provider compensation$127.1K2 Schedule C row(s)$127,135

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240821102346NAL0006810704001
Plan sponsor: United States Tennis Association
EIN: 13-5459420
Plan number: 003
Location: Purchase, NY
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)$107.9M total assets

Net assets$107.9MLiabilities$0

Money in vs. money out

Total income / additions$23.4M

Total expenses$4.2M

Benefits paid / distributions$4.1M

Contributions

Employer$2.7M

Participant$3.8M

Full reported line items

Total assets (EOY): $107,925,826
Total liabilities (EOY): $0
Net assets (EOY): $107,925,826
Employer contributions: $2,659,757
Participant contributions: $3,813,000
Total income / additions: $23,373,053
Benefits paid: $4,111,004
Administrative expenses: $127,135
Total expenses: $4,238,748
Net increase / (decrease): $19,134,305

Schedule C

Reported service provider compensation

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

1
Fidelity Investments Institutional$67.9K
RECORDKEEPER · Direct $67.9K · Indirect $0
2
Global Retirement Partners LLC$59.2K
CONSULTANT · Direct $59.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240821102346NAL0006810704001 cover?: It is the 2023 Form 5500 filing for United States Tennis Association Retirement Plan, reported by United States Tennis Association (EIN 13-5459420).
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).