Aphl 401(K) Pension Plan — Form 5500 plan (Association Of Public Health Laboratories)
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, Aphl 401(K) Pension Plan is a benefit plan reported by Association Of Public Health Laboratories under EIN 52-1800436 and plan number 002. The latest loaded filing year is 2023. The filing reports 226 participants and $32,080,008 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Association Of Public Health Laboratories
- EIN
- 52-1800436
- Plan number
- 002
- Plan type
- 2
- Location
- Silver Spring, MD
- Latest filing year
- 2023
- Participants
- 226
- End-of-year plan assets
- $32,080,008
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 226 | H, C | 20240725131022NAL0022477712001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,080,008
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,080,008
- Net assets (BOY)
- $26,844,144
Income & contributions
- Employer contributions
- $2,100,198
- Participant contributions
- $1,410,963
- Total contributions
- $3,975,787
- Total income / additions
- $8,683,693
Expenses & distributions
- Benefits paid
- $3,320,093
- Administrative expenses
- $127,736
- Total expenses
- $3,447,829
- Net increase / (decrease)
- $5,235,864
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners, LLC | INVESTMENT ADVISOR | $42,475 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $32,296 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $31,313 | $0 | 2023 |
| Gelman, Rosenberg & Freedman, P.C. | AUDITOR | $15,015 | not reported in the loaded dataset | 2023 |
| Jm Pension Advisory, Inc. | CONTRACT ADMINISTRATOR | $9,809 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Association Of Public Health Laboratories
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Silver Spring, MD
- Global Retirement Partners, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Gelman, Rosenberg & Freedman, P.C. — Schedule C compensation
- Jm Pension Advisory, Inc. — Schedule C compensation