2023 Form 5500 filing — The Aafp 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 20241001110219NAL0013742002001) for The Aafp 401(K) Plan, reported by American Academy Of Family Physicians under EIN 44-0536051 and plan number 003. It reports 530 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001110219NAL0013742002001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Academy Of Family Physicians
- EIN
- 44-0536051
- Plan number
- 003
- Location
- Leawood, KS
- Participants
- 530
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $94,403,558
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,403,558
- Employer contributions
- $2,787,691
- Participant contributions
- $3,103,891
- Total income / additions
- $19,443,897
- Benefits paid
- $4,785,852
- Administrative expenses
- $160,603
- Total expenses
- $4,946,455
- Net increase / (decrease)
- $14,497,442
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $70,070 | $0 |
| Creative Planning LLC | NONE | $50,000 | not reported in the loaded dataset |
| Bkd Llp | NONE | $9,056 | not reported in the loaded dataset |