2023 Form 5500 filing — Association Of The United States Army Inc 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 20241011111522NAL0021740337001) for Association Of The United States Army Inc Retirement Plan, reported by Assoc Of The United States Army Inc under EIN 53-0193361 and plan number 002. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011111522NAL0021740337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Assoc Of The United States Army Inc
- EIN
- 53-0193361
- Plan number
- 002
- Location
- Arlington, VA
- Participants
- 125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,674,226
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,674,226
- Employer contributions
- $711,773
- Participant contributions
- $827,487
- Total income / additions
- $5,017,421
- Benefits paid
- $1,135,808
- Administrative expenses
- $25,719
- Total expenses
- $1,161,527
- Net increase / (decrease)
- $3,855,894
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $25,719 | $0 |
| Columbia Funds | NONE | $0 | $0 |
| Dodge & Cox | NONE | $0 | $0 |
| American Funds | NONE | $0 | $0 |
| Allspring Global | NONE | $0 | $0 |
| Parnassus Funds | NONE | $0 | $0 |
| Tiaa-Cref | NONE | $0 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |
| Principal Funds | NONE | $0 | $0 |
| Blackrock Funds | NONE | $0 | $0 |
| Mfs Funds | NONE | $0 | $0 |
| Dws Investments | NONE | $0 | $0 |
| Janus Funds | NONE | $0 | $0 |