American Physical Society Defined Contribution And Tax Deferred Annuity Retirement Plan — Form 5500 plan (American Physical Society)
Plain-English plan 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, American Physical Society Defined Contribution And Tax Deferred Annuity Retirement Plan is a benefit plan reported by American Physical Society under EIN 13-1656610 and plan number 001. The latest loaded filing year is 2023. The filing reports 615 participants and $129,871,379 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Physical Society
- EIN
- 13-1656610
- Plan number
- 001
- Plan type
- 2
- Location
- College Park, MD
- Latest filing year
- 2023
- Participants
- 615
- End-of-year plan assets
- $129,871,379
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 615 | H, C | 20241008065552NAL0017215489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $129,871,379
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $129,871,379
- Net assets (BOY)
- $114,025,870
Income & contributions
- Employer contributions
- $2,349,633
- Participant contributions
- $2,514,634
- Total contributions
- $4,895,952
- Total income / additions
- $22,737,739
Expenses & distributions
- Benefits paid
- $6,791,398
- Administrative expenses
- $100,642
- Total expenses
- $6,892,230
- Net increase / (decrease)
- $15,845,509
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wharton Hill Advisors | NONE | $56,421 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $44,221 | $0 | 2023 |