Plan5500

Academic Partnerships, LLC Retirement Savings Plan — Form 5500 plan (Academic Partnerships, LLC)

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, Academic Partnerships, LLC Retirement Savings Plan is a benefit plan reported by Academic Partnerships, LLC under EIN 27-2009059 and plan number 002. The latest loaded filing year is 2023. The filing reports 839 participants and $35,680,663 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$35.7MPlan net assets, end of year$35,680,663
Participants839Covered participants reported
Assets / participant$42.5KComputed: assets ÷ participants$42,528 (computed)
Provider compensation$97.4K2 Schedule C provider row(s)$97,370
Plan sponsor
Academic Partnerships, LLC
EIN
27-2009059
Plan number
002
Plan type
2
Location
Dallas, TX
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
    839 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)$35.7M total assets
Net assets$35.7MLiabilities$0
Money in vs. money out
Total income / additions$12.1M
Total expenses$5.5M
Benefits paid / distributions$5.4M
Contributions
Employer$1.3M
Participant$4.8M
Full reported line items

Net assets

Total assets (EOY)
$35,680,663
Total liabilities (EOY)
$0
Net assets (EOY)
$35,680,663
Net assets (BOY)
$29,136,631

Income & contributions

Employer contributions
$1,342,267
Participant contributions
$4,803,938
Total contributions
$6,785,449
Total income / additions
$12,063,493

Expenses & distributions

Benefits paid
$5,412,046
Administrative expenses
$98,254
Total expenses
$5,519,461
Net increase / (decrease)
$6,544,032
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 22%Participant 78%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income45%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
    Fidelity Investments Institutional$61.6K
    RECORDKEEPER · Direct $61.6K · Indirect $0
  2. 2
    Creative Planning LLC$35.7K
    ADVISOR · Direct $35.7K

What to inspect next

Frequently asked questions

Who sponsors the Academic Partnerships, LLC Retirement Savings Plan?
Academic Partnerships, LLC Retirement Savings Plan is reported as sponsored by Academic Partnerships, LLC (EIN 27-2009059, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Academic Partnerships, LLC Retirement Savings Plan?
The latest Form 5500 filing year loaded for Academic Partnerships, LLC Retirement Savings Plan is 2023.
How many participants does Academic Partnerships, LLC Retirement Savings Plan report?
Academic Partnerships, LLC Retirement Savings Plan reports 839 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Academic Partnerships, LLC Retirement Savings Plan?
Academic Partnerships, LLC Retirement Savings Plan reports $35,680,663 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