Afaac 401(K) Plan — Form 5500 plan (Air Force Academy Athletic Corporation)
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, Afaac 401(K) Plan is a benefit plan reported by Air Force Academy Athletic Corporation under EIN 45-4331061 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $9,513,866 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Air Force Academy Athletic Corporation
- EIN
- 45-4331061
- Plan number
- 001
- Plan type
- 2
- Location
- Usaf Academy, CO
- Latest filing year
- 2023
- Participants
- 175
- End-of-year plan assets
- $9,513,866
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H, C | 20240912150651NAL0008708497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,513,866
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,513,866
- Net assets (BOY)
- $7,700,313
Income & contributions
- Employer contributions
- $458,724
- Participant contributions
- $777,338
- Total contributions
- $1,257,309
- Total income / additions
- $2,617,275
Expenses & distributions
- Benefits paid
- $752,835
- Administrative expenses
- $50,887
- Total expenses
- $803,722
- Net increase / (decrease)
- $1,813,553
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $20,650 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $13,486 | $0 | 2023 |
| Ascensus Holdings, LLC | CONTRACT ADMIN | $13,324 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,770 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | OTHER | $12 | not reported in the loaded dataset | 2023 |
| Goldleaf Partners Services | OTHER | -$65 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Air Force Academy Athletic Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Usaf Academy, CO
- Morgan Stanley — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Ascensus Holdings, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Goldleaf Partners Services — Schedule C compensation