2023 Form 5500 filing — American Association For The Advancement Of Science Defined Contribution 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 20241015082054NAL0027819393001) for American Association For The Advancement Of Science Defined Contribution Plan, reported by American Association For The Advancement Of Science under EIN 53-0196568 and plan number 001. It reports 1,345 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)$228MReported net assets$228,016,694

Participants1.3K1,345

Provider compensation$64.4K2 Schedule C row(s)$64,351

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015082054NAL0027819393001
Plan sponsor: American Association For The Advancement Of Science
EIN: 53-0196568
Plan number: 001
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)$228M total assets

Net assets$228MLiabilities$0

Money in vs. money out

Total income / additions$39.4M

Total expenses$9.6M

Benefits paid / distributions$9.6M

Contributions

Employer$4.8M

Participant$3.4M

Full reported line items

Total assets (EOY): $228,016,694
Total liabilities (EOY): $0
Net assets (EOY): $228,016,694
Employer contributions: $4,828,047
Participant contributions: $3,428,364
Total income / additions: $39,421,884
Benefits paid: $9,566,896
Administrative expenses: $69,209
Total expenses: $9,636,856
Net increase / (decrease): $29,785,028

Schedule C

Reported service provider compensation

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

1
Pensionmark Financial Group, LLC$63K
NONE · Direct $63K
2
Tiaa$1.4K
NONE · Direct $1.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015082054NAL0027819393001 cover?: It is the 2023 Form 5500 filing for American Association For The Advancement Of Science Defined Contribution Plan, reported by American Association For The Advancement Of Science (EIN 53-0196568).
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).