2023 Form 5500 filing — American Psychological Association 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 20241011103506NAL0012375411001) for American Psychological Association 401(K) Plan, reported by American Psychological Association under EIN 53-0205890 and plan number 003. It reports 1,480 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011103506NAL0012375411001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Psychological Association
- EIN
- 53-0205890
- Plan number
- 003
- Location
- Washington, DC
- Participants
- 1,480
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $148,741,543
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $148,741,543
- Employer contributions
- $3,475,371
- Participant contributions
- $5,574,964
- Total income / additions
- $30,776,150
- Benefits paid
- $12,189,719
- Administrative expenses
- $73,314
- Total expenses
- $12,336,030
- Net increase / (decrease)
- $18,440,120
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $72,859 | $0 |
| Admin Partners LLC | CONTRACT ADMIN | $450 | not reported in the loaded dataset |