American Psychological Association 401(K) Plan — Form 5500 plan (American Psychological 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, American Psychological Association 401(K) Plan is a benefit plan reported by American Psychological Association under EIN 53-0205890 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,480 participants and $148,741,543 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
American Psychological Association
EIN
53-0205890
Plan number
003
Plan type
2
Location
Washington, DC
Latest filing year
2023
Participants
1,480
End-of-year plan assets
$148,741,543

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,480H, C20241011103506NAL0012375411001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$148,741,543
Total liabilities (EOY)
$0
Net assets (EOY)
$148,741,543
Net assets (BOY)
$130,301,423

Income & contributions

Employer contributions
$3,475,371
Participant contributions
$5,574,964
Total contributions
$9,498,356
Total income / additions
$30,776,150

Expenses & distributions

Benefits paid
$12,189,719
Administrative expenses
$73,314
Total expenses
$12,336,030
Net increase / (decrease)
$18,440,120

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$72,859$02023
Admin Partners LLCCONTRACT ADMIN$450not reported in the loaded dataset2023

Related Form 5500 pages