American Institute Of Certified Public Accountants — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Institute Of Certified Public Accountants (EIN 13-0432265) is a plan sponsor located in Durham, NC with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-0432265
Location
Durham, NC
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$104,764,472
Total reported liabilities (EOY)
$104,764,472
Total reported net assets (EOY)
$0

Contributions & income

Employer contributions
$12,985,869
Total income / additions
$9,929,361

Expenses & distributions

Benefits paid / distributions
$6,734,633
Total expenses
$112,463,448
Net increase / (decrease)
-$102,534,087

Coverage

Total reported participants
1,213
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

American Institute Of Certified Public Accountants plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
American Institute Of Certified Public Accountants Revised Staff Pension Plan3331,113$104,764,4722023
American Institute Of Certified Public Accountants Post 65 Retiree Medical Plan507100not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for American Institute Of Certified Public Accountants
YearPlanParticipantsSchedulesFiling
2023American Institute Of Certified Public Accountants Post 65 Retiree Medical Plan10020241011110324NAL0038513696001
2023American Institute Of Certified Public Accountants Revised Staff Pension Plan1,113H, C20241125112008NAL0010343698001

Related Form 5500 pages