2023 Form 5500 filing — Aoa 401(K) 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 20240913153545NAL0016528512001) for Aoa 401(K) Plan, reported by American Optometric Association under EIN 43-0684708 and plan number 002. It reports 119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913153545NAL0016528512001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- American Optometric Association
- EIN
- 43-0684708
- Plan number
- 002
- Location
- St. Louis, MO
- Participants
- 119
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,437,708
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,437,708
- Employer contributions
- $481,988
- Participant contributions
- $726,816
- Total income / additions
- $3,652,669
- Benefits paid
- $1,398,253
- Administrative expenses
- $69,105
- Total expenses
- $1,467,358
- Net increase / (decrease)
- $2,185,311
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $69,105 | $0 |
| Dimensional Funds | NONE | $0 | $0 |
| American Beacon Funds | NONE | $0 | $0 |
| Prudential Jennison | NONE | $0 | $0 |
| Mfs Funds | NONE | $0 | $0 |
| Vanguard Group | NONE | $0 | $0 |
| Invesco | NONE | $0 | $0 |
| Hartford Mutual Funds | NONE | $0 | $0 |
| The Commerce Funds | NONE | $0 | $0 |