2023 Form 5500 filing — Air & Space Forces 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 20241223102749NAL0014240272001) for Air & Space Forces Association 401(K) Retirement Plan, reported by Air & Space Forces Association under EIN 52-6043929 and plan number 002. It reports 159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241223102749NAL0014240272001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Air & Space Forces Association
- EIN
- 52-6043929
- Plan number
- 002
- Location
- Arlington, VA
- Participants
- 159
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,629,312
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,629,312
- Employer contributions
- $879,362
- Participant contributions
- $898,368
- Total income / additions
- $3,510,583
- Benefits paid
- $944,147
- Administrative expenses
- $63,163
- Total expenses
- $1,007,310
- Net increase / (decrease)
- $2,503,273
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $63,163 | $0 |
| Wells Fargo Clearing Svcs (Wf Advs) | INVESTMENT ADVISORY | $0 | $26,633 |