2023 Form 5500 filing — Aua Tax Sheltered Annuity 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 20240910100234NAL0005507825001) for Aua Tax Sheltered Annuity Plan, reported by American Urological Association Education & Research, Inc. under EIN 43-0691437 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).
- EFAST2 acknowledgement
- 20240910100234NAL0005507825001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Urological Association Education & Research, Inc.
- EIN
- 43-0691437
- Plan number
- 003
- Location
- Linthicum, MD
- Participants
- 207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,963,015
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,963,015
- Employer contributions
- $280,827
- Participant contributions
- $1,208,729
- Total income / additions
- $4,981,306
- Benefits paid
- $839,688
- Administrative expenses
- $47,398
- Total expenses
- $887,086
- Net increase / (decrease)
- $4,094,220
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $47,398 | $0 |
| Grp Financial Robert Kotler | OTHER SERVICES | $0 | $16,401 |