2023 Form 5500 filing — Aao-Hnsf 403(B) 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 20240828084251NAL0019270544001) for Aao-Hnsf 403(B) Plan, reported by American Academy Of Otolaryngology - Head And Neck Surgery Foundation under EIN 52-1219434 and plan number 001. 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)$15MReported net assets$15,041,457
Participants207
Provider compensation$25.1K3 Schedule C row(s)$25,075
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240828084251NAL0019270544001
Plan sponsor
American Academy Of Otolaryngology - Head And Neck Surgery Foundation
EIN
52-1219434
Plan number
001
Location
Alexandria, 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)$15M total assets
Net assets$15MLiabilities$0
Money in vs. money out
Total income / additions$3M
Total expenses$1M
Benefits paid / distributions$1M
Contributions
Employer$417.3K
Participant$346.3K
Full reported line items
Total assets (EOY)
$15,041,457
Total liabilities (EOY)
$0
Net assets (EOY)
$15,041,457
Employer contributions
$417,313
Participant contributions
$346,328
Total income / additions
$2,971,484
Benefits paid
$1,010,923
Administrative expenses
$24,348
Total expenses
$1,035,271
Net increase / (decrease)
$1,936,213
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $13.3K
  2. 2
    Tiaa$9K
    RECORDKEEPER · Direct $9K · Indirect $0
  3. 3
    PENSION CONSULTANT · Direct $2.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240828084251NAL0019270544001 cover?
It is the 2023 Form 5500 filing for Aao-Hnsf 403(B) Plan, reported by American Academy Of Otolaryngology - Head And Neck Surgery Foundation (EIN 52-1219434).
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