2023 Form 5500 filing — Aaci 403(B) 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 20250314113145NAL0022392305001) for Aaci 403(B) Retirement Plan, reported by Asian Americans For Community Involvement Of Santa Clara County, under EIN 94-2292491 and plan number 001. It reports 323 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)$14.9MReported net assets$14,904,134
Participants323
Provider compensation$67K2 Schedule C row(s)$67,009
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250314113145NAL0022392305001
Plan sponsor
Asian Americans For Community Involvement Of Santa Clara County,
EIN
94-2292491
Plan number
001
Location
San Jose, CA
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)$14.9M total assets
Net assets$14.9MLiabilities$0
Money in vs. money out
Total income / additions$3.9M
Total expenses$1M
Benefits paid / distributions$956.9K
Contributions
Employer$292K
Participant$1.4M
Full reported line items
Total assets (EOY)
$14,904,134
Total liabilities (EOY)
$0
Net assets (EOY)
$14,904,134
Employer contributions
$291,989
Participant contributions
$1,365,628
Total income / additions
$3,948,950
Benefits paid
$956,911
Administrative expenses
$67,058
Total expenses
$1,025,127
Net increase / (decrease)
$2,923,823
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $50.4K
  2. 2
    NONE · Direct $16.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250314113145NAL0022392305001 cover?
It is the 2023 Form 5500 filing for Aaci 403(B) Retirement Plan, reported by Asian Americans For Community Involvement Of Santa Clara County, (EIN 94-2292491).
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).

Related Form 5500 pages