2023 Form 5500 filing — American Economic Association 403(B) Dc 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 20240916094443NAL0000961587001) for American Economic Association 403(B) Dc Plan, reported by American Economic Association under EIN 36-2166945 and plan number 001. It reports 200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$19.1MReported net assets$19,123,353
Participants200
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240916094443NAL0000961587001
Plan sponsor
American Economic Association
EIN
36-2166945
Plan number
001
Location
Nashville, TN
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)$19.1M total assets
Net assets$19.1MLiabilities$0
Money in vs. money out
Total income / additions$3.7M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$186.3K
Participant$183.2K
Full reported line items
Total assets (EOY)
$19,123,353
Total liabilities (EOY)
$0
Net assets (EOY)
$19,123,353
Employer contributions
$186,282
Participant contributions
$183,156
Total income / additions
$3,704,602
Benefits paid
$1,209,091
Administrative expenses
$0
Total expenses
$1,209,091
Net increase / (decrease)
$2,495,511

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240916094443NAL0000961587001 cover?
It is the 2023 Form 5500 filing for American Economic Association 403(B) Dc Plan, reported by American Economic Association (EIN 36-2166945).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages