2023 Form 5500 filing — Universities Space Research Association 401(K) 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 20241015163842NAL0029133393001) for Universities Space Research Association 401(K) Retirement Plan, reported by Universities Space Research Association under EIN 52-0892064 and plan number 002. It reports 663 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163842NAL0029133393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Universities Space Research Association
- EIN
- 52-0892064
- Plan number
- 002
- Location
- Washington, DC
- Participants
- 663
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $85,718,357
- Net assets (EOY)
- $85,718,357
- Employer contributions
- $1,549,937
- Participant contributions
- $3,152,954
- Total income / additions
- $18,004,249
- Benefits paid
- $7,742,368
- Administrative expenses
- $145,338
- Total expenses
- $7,888,480
- Net increase / (decrease)
- $10,115,769
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $91,789 | $0 |
| Grp Financial | INVESTMENT ADVISOR | $53,549 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |