2023 Form 5500 filing — The British Embassy 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240907091939NAL0003540576001) for The British Embassy 401(K) Plan, reported by The British Embassy under EIN 52-2150359 and plan number 002. It reports 743 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240907091939NAL0003540576001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The British Embassy
- EIN
- 52-2150359
- Plan number
- 002
- Location
- Washington, DC
- Participants
- 743
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,218,098
- Total liabilities (EOY)
- $60
- Net assets (EOY)
- $41,218,038
- Employer contributions
- $1,558,841
- Participant contributions
- $2,831,798
- Total income / additions
- $9,893,538
- Benefits paid
- $2,433,669
- Administrative expenses
- $132,286
- Total expenses
- $2,592,801
- Net increase / (decrease)
- $7,300,737
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Uniglobal Pension Planning, Inc. | TPA | $44,335 | $0 |
| Transamerica Life Ins. Company | RECORDKEEPER | $43,375 | $0 |
| Edward D Jones & Company | INVESTMENT ADVISORY - PL | $36,077 | not reported in the loaded dataset |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY - PL | $7,425 | not reported in the loaded dataset |