2023 Form 5500 filing — American Society Of Association Executives 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 20241011102923NAL0021672977001) for American Society Of Association Executives 401(K) Plan, reported by American Society Of Association Executives under EIN 53-0026940 and plan number 002. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$35.8MReported net assets$35,750,032
Participants148
Provider compensation$18.9K4 Schedule C row(s)$18,925
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011102923NAL0021672977001
Plan sponsor
American Society Of Association Executives
EIN
53-0026940
Plan number
002
Location
Washington, DC
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)$35.8M total assets
Net assets$35.8MLiabilities$57.1K
Money in vs. money out
Total income / additions$6.5M
Total expenses$4.2M
Benefits paid / distributions$4.1M
Contributions
Employer$879.7K
Participant$621K
Full reported line items
Total assets (EOY)
$35,807,127
Total liabilities (EOY)
$57,095
Net assets (EOY)
$35,750,032
Employer contributions
$879,699
Participant contributions
$620,984
Total income / additions
$6,491,799
Benefits paid
$4,129,240
Administrative expenses
$16,620
Total expenses
$4,202,955
Net increase / (decrease)
$2,288,844
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $6.7K
  2. 2
    RECORDKEEPER · Direct $6.6K · Indirect $0
  3. 3
    OTHER · Direct $3K
  4. 4
    INVESTMENT MGMT · Direct $2.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011102923NAL0021672977001 cover?
It is the 2023 Form 5500 filing for American Society Of Association Executives 401(K) Plan, reported by American Society Of Association Executives (EIN 53-0026940).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages