2023 Form 5500 filing — Aga Institute 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 20240910144945NAL0007037345001) for Aga Institute Retirement Plan, reported by American Gastroenterological Association under EIN 36-6066325 and plan number 001. It reports 154 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)$30.3MReported net assets$30,292,442
Participants154
Provider compensation$103.5K2 Schedule C row(s)$103,548
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240910144945NAL0007037345001
- Plan sponsor
- American Gastroenterological Association
- EIN
- 36-6066325
- Plan number
- 001
- Location
- Bethesda, MD
- Received date
- not reported in the loaded dataset
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)$30.3M total assets
Net assets$30.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $30,292,442
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,292,442
- Employer contributions
- $678,719
- Participant contributions
- $794,381
- Total income / additions
- $6,428,282
- Benefits paid
- $971,637
- Administrative expenses
- $79,548
- Total expenses
- $1,051,185
- Net increase / (decrease)
- $5,377,097
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $79,548 | $0 |
| Harbor Investment Advisory, LLC | INVESTMENT ADVISORY | $0 | $24,000 |