2023 Form 5500 filing — Afaac 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 20240912150651NAL0008708497001) for Afaac 401(K) Plan, reported by Air Force Academy Athletic Corporation under EIN 45-4331061 and plan number 001. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912150651NAL0008708497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Air Force Academy Athletic Corporation
- EIN
- 45-4331061
- Plan number
- 001
- Location
- Usaf Academy, CO
- Participants
- 175
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,513,866
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,513,866
- Employer contributions
- $458,724
- Participant contributions
- $777,338
- Total income / additions
- $2,617,275
- Benefits paid
- $752,835
- Administrative expenses
- $50,887
- Total expenses
- $803,722
- Net increase / (decrease)
- $1,813,553
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $20,650 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $13,486 | $0 |
| Ascensus Holdings, LLC | CONTRACT ADMIN | $13,324 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,770 | not reported in the loaded dataset |
| Morgan Stanley | OTHER | $12 | not reported in the loaded dataset |
| Goldleaf Partners Services | OTHER | -$65 | not reported in the loaded dataset |