Plan5500

American Academy Of Physician Associates 401(K) Savings & Retirement — Form 5500 plan (American Academy Of Physician Associates)

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 Academy Of Physician Associates 401(K) Savings & Retirement is a benefit plan reported by American Academy Of Physician Associates under EIN 23-7067770 and plan number 002. The latest loaded filing year is 2023. The filing reports 141 participants and $17,907,466 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$17.9MPlan net assets, end of year$17,907,466
Participants141Covered participants reported
Assets / participant$127KComputed: assets ÷ participants$127,003 (computed)
Provider compensation$72.5K2 Schedule C provider row(s)$72,537
Plan sponsor
American Academy Of Physician Associates
EIN
23-7067770
Plan number
002
Plan type
2
Location
Alexandria, VA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    141 participants · 2Sch HSch C
    View filing →
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)$17.9M total assets
Net assets$17.9MLiabilities$0
Money in vs. money out
Total income / additions$4.4M
Total expenses$3.2M
Benefits paid / distributions$3.1M
Contributions
Employer$399.2K
Participant$1M
Full reported line items

Net assets

Total assets (EOY)
$17,907,466
Total liabilities (EOY)
$0
Net assets (EOY)
$17,907,466
Net assets (BOY)
$16,749,480

Income & contributions

Employer contributions
$399,224
Participant contributions
$1,013,361
Total contributions
$1,669,624
Total income / additions
$4,353,692

Expenses & distributions

Benefits paid
$3,122,451
Administrative expenses
$72,526
Total expenses
$3,195,706
Net increase / (decrease)
$1,157,986
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 28%Participant 72%
Total expenses ÷ net assets18%Computed ratio
Benefits paid ÷ total income72%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$38.3K
    CONTRACT ADMINISTRATOR · Direct $38.3K · Indirect $0
  2. 2
    Merrill Lynch Pierce Fenner & Smith$34.3K
    CONSULTANT · Direct $34.3K · Indirect $21

What to inspect next

Frequently asked questions

Who sponsors the American Academy Of Physician Associates 401(K) Savings & Retirement?
American Academy Of Physician Associates 401(K) Savings & Retirement is reported as sponsored by American Academy Of Physician Associates (EIN 23-7067770, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for American Academy Of Physician Associates 401(K) Savings & Retirement?
The latest Form 5500 filing year loaded for American Academy Of Physician Associates 401(K) Savings & Retirement is 2023.
How many participants does American Academy Of Physician Associates 401(K) Savings & Retirement report?
American Academy Of Physician Associates 401(K) Savings & Retirement reports 141 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for American Academy Of Physician Associates 401(K) Savings & Retirement?
American Academy Of Physician Associates 401(K) Savings & Retirement reports $17,907,466 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages