2023 Form 5500 filing — Aga Institute Retirement 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 20240910144945NAL0007037345001) for Aga Institute Retirement Plan, reported by American Gastroenterological Association under EIN 36-6066325 and plan number 001. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910144945NAL0007037345001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Gastroenterological Association
- EIN
- 36-6066325
- Plan number
- 001
- Location
- Bethesda, MD
- Participants
- 154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,292,442
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,292,442
- Employer contributions
- $678,719
- Participant contributions
- $794,381
- Total income / additions
- $6,428,282
- Benefits paid
- $971,637
- Administrative expenses
- $79,548
- Total expenses
- $1,051,185
- Net increase / (decrease)
- $5,377,097
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $79,548 | $0 |
| Harbor Investment Advisory, LLC | INVESTMENT ADVISORY | $0 | $24,000 |