Asha 401(K) Plan — Form 5500 plan (American Speech-Language-Hearing Association (Asha))

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, Asha 401(K) Plan is a benefit plan reported by American Speech-Language-Hearing Association (Asha) under EIN 53-0240474 and plan number 002. The latest loaded filing year is 2023. The filing reports 383 participants and $74,320,107 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
American Speech-Language-Hearing Association (Asha)
EIN
53-0240474
Plan number
002
Plan type
2
Location
Rockville, MD
Latest filing year
2023
Participants
383
End-of-year plan assets
$74,320,107

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023383H, C20241008085528NAL0008201347001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$74,320,107
Total liabilities (EOY)
$0
Net assets (EOY)
$74,320,107
Net assets (BOY)
$61,768,722

Income & contributions

Employer contributions
$1,541,050
Participant contributions
$3,403,093
Total contributions
$6,859,285
Total income / additions
$15,052,823

Expenses & distributions

Benefits paid
$2,393,811
Administrative expenses
$107,627
Total expenses
$2,501,438
Net increase / (decrease)
$12,551,385

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fiducient Advisors LLCINVESTMENT ADVISORY$150,752not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$32,250$02023

Related Form 5500 pages