Aoa 401(K) Plan — Form 5500 plan (American Optometric Association)
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, Aoa 401(K) Plan is a benefit plan reported by American Optometric Association under EIN 43-0684708 and plan number 002. The latest loaded filing year is 2023. The filing reports 119 participants and $14,437,708 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Optometric Association
- EIN
- 43-0684708
- Plan number
- 002
- Plan type
- 3
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 119
- End-of-year plan assets
- $14,437,708
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 119 | H, C | 20240913153545NAL0016528512001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,437,708
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,437,708
- Net assets (BOY)
- $12,252,397
Income & contributions
- Employer contributions
- $481,988
- Participant contributions
- $726,816
- Total contributions
- $1,352,987
- Total income / additions
- $3,652,669
Expenses & distributions
- Benefits paid
- $1,398,253
- Administrative expenses
- $69,105
- Total expenses
- $1,467,358
- Net increase / (decrease)
- $2,185,311
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $69,105 | $0 | 2023 |
| Dimensional Funds | NONE | $0 | $0 | 2023 |
| American Beacon Funds | NONE | $0 | $0 | 2023 |
| Prudential Jennison | NONE | $0 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
| Vanguard Group | NONE | $0 | $0 | 2023 |
| Invesco | NONE | $0 | $0 | 2023 |
| Hartford Mutual Funds | NONE | $0 | $0 | 2023 |
| The Commerce Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Optometric Association
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Dimensional Funds — Schedule C compensation
- American Beacon Funds — Schedule C compensation
- Prudential Jennison — Schedule C compensation
- Mfs Funds — Schedule C compensation
- Vanguard Group — Schedule C compensation
- Invesco — Schedule C compensation
- Hartford Mutual Funds — Schedule C compensation
- The Commerce Funds — Schedule C compensation