2023 Form 5500 filing — Federation Of American Societies For Experimental Biology Defined Contribution 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 20240917172650NAL0005815872001) for Federation Of American Societies For Experimental Biology Defined Contribution Plan, reported by The Federation Of American Societies For Experimental Biology under EIN 52-0700497 and plan number 001. It reports 938 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240917172650NAL0005815872001
Filing year
2023
Form type
3
Plan sponsor
The Federation Of American Societies For Experimental Biology
EIN
52-0700497
Plan number
001
Location
Rockville, MD
Participants
938
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$158,977,667
Total liabilities (EOY)
$0
Net assets (EOY)
$158,977,667
Employer contributions
$2,732,444
Participant contributions
$2,417,971
Total income / additions
$26,626,491
Benefits paid
$17,802,848
Administrative expenses
$89,873
Total expenses
$17,901,175
Net increase / (decrease)
$8,725,316
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Kestra Advisory Services LLCNONE$61,375not reported in the loaded dataset
Flexpath Strategies, LLCNONE$24,612not reported in the loaded dataset
TiaaNONE$2,150$0

Related Form 5500 pages