The Association Of International Certified Professional Accountants 401(K) Retirement Plan — Form 5500 plan (The Association Of International Certified Professional Accountants)

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, The Association Of International Certified Professional Accountants 401(K) Retirement Plan is a benefit plan reported by The Association Of International Certified Professional Accountants under EIN 36-4847532 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,152 participants and $245,258,795 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Association Of International Certified Professional Accountants
EIN
36-4847532
Plan number
001
Plan type
2
Location
Durham, NC
Latest filing year
2023
Participants
1,152
End-of-year plan assets
$245,258,795

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,152H, C20241014140348NAL0044798976003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$245,258,795
Net assets (EOY)
$245,258,795
Net assets (BOY)
$209,125,888

Income & contributions

Employer contributions
$3,956,879
Participant contributions
$9,014,806
Total contributions
$13,734,975
Total income / additions
$50,264,005

Expenses & distributions

Benefits paid
$14,008,982
Administrative expenses
$103,129
Total expenses
$14,131,098
Net increase / (decrease)
$36,132,907

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services IncNONE$103,179not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$1,556$02023

Related Form 5500 pages