American Association For Cancer Research 403(B) Plan — Form 5500 plan (American Association For Cancer Research, Inc.)

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 Association For Cancer Research 403(B) Plan is a benefit plan reported by American Association For Cancer Research, Inc. under EIN 23-6251648 and plan number 001. The latest loaded filing year is 2023. The filing reports 306 participants and $49,005,778 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$49MPlan net assets, end of year$49,005,778
Participants306Covered participants reported
Assets / participant$160.1KComputed: assets ÷ participants$160,150 (computed)
Provider compensation$88.3K2 Schedule C provider row(s)$88,344
Plan sponsor
American Association For Cancer Research, Inc.
EIN
23-6251648
Plan number
001
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023306H, C20241015141221NAL0016587715001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$49M total assets
Net assets$49MLiabilities$0
Money in vs. money out
Total income / additions$11.6M
Total expenses$3M
Benefits paid / distributions$2.9M
Contributions
Employer$1.9M
Participant$2.2M
Full reported line items

Net assets

Total assets (EOY)
$49,005,778
Total liabilities (EOY)
$0
Net assets (EOY)
$49,005,778
Net assets (BOY)
$40,352,827

Income & contributions

Employer contributions
$1,902,395
Participant contributions
$2,195,757
Total contributions
$4,612,680
Total income / additions
$11,645,568

Expenses & distributions

Benefits paid
$2,904,280
Administrative expenses
$88,337
Total expenses
$2,992,617
Net increase / (decrease)
$8,652,951
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 46%Participant 54%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCINVESTMENT ADVISORY$54,939$72023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$33,398$02023

Related Form 5500 pages