2023 Form 5500 filing — American Physical Society Defined Contribution And Tax Deferred Annuity 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 20241008065552NAL0017215489001) for American Physical Society Defined Contribution And Tax Deferred Annuity Retirement Plan, reported by American Physical Society under EIN 13-1656610 and plan number 001. It reports 615 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008065552NAL0017215489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Physical Society
- EIN
- 13-1656610
- Plan number
- 001
- Location
- College Park, MD
- Participants
- 615
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $129,871,379
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $129,871,379
- Employer contributions
- $2,349,633
- Participant contributions
- $2,514,634
- Total income / additions
- $22,737,739
- Benefits paid
- $6,791,398
- Administrative expenses
- $100,642
- Total expenses
- $6,892,230
- Net increase / (decrease)
- $15,845,509
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wharton Hill Advisors | NONE | $56,421 | not reported in the loaded dataset |
| Tiaa | NONE | $44,221 | $0 |