2023 Form 5500 filing — The American Arbitration Association, Inc. Employee Savings And 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 20241010154422NAL0020461521001) for The American Arbitration Association, Inc. Employee Savings And Retirement Plan, reported by American Arbitration Association, Inc. under EIN 13-0429745 and plan number 002. It reports 798 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010154422NAL0020461521001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Arbitration Association, Inc.
- EIN
- 13-0429745
- Plan number
- 002
- Location
- New York, NY
- Participants
- 798
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $105,436,670
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $105,436,670
- Employer contributions
- $4,096,034
- Participant contributions
- $4,353,061
- Total income / additions
- $23,524,795
- Benefits paid
- $5,992,870
- Administrative expenses
- $99,696
- Total expenses
- $6,092,566
- Net increase / (decrease)
- $17,432,229
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $68,123 | $0 |
| Capital Strategies Investment Group | NONE | $21,888 | not reported in the loaded dataset |