2023 Form 5500 filing — The American Institute Of Physics Tax Deferred Annuity 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 20241014142019NAL0046333840001) for The American Institute Of Physics Tax Deferred Annuity Plan, reported by Amercian Institute Of Physics under EIN 13-1667053 and plan number 002. It reports 529 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014142019NAL0046333840001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amercian Institute Of Physics
- EIN
- 13-1667053
- Plan number
- 002
- Location
- College Park, MD
- Participants
- 529
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,059,249
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,059,249
- Participant contributions
- $2,146,468
- Total income / additions
- $12,802,327
- Benefits paid
- $3,619,853
- Administrative expenses
- $12,552
- Total expenses
- $3,634,245
- Net increase / (decrease)
- $9,168,082
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Teachers Insurance And Annuity Assc | not reported in the loaded dataset | $13,227 | $0 |