2023 Form 5500 filing — American Public Health Association Defined Contribution 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 20240916120510NAL0002723712001) for American Public Health Association Defined Contribution Retirement Plan, reported by American Public Health Association under EIN 13-1628688 and plan number 001. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916120510NAL0002723712001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Public Health Association
- EIN
- 13-1628688
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,788,523
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,788,523
- Employer contributions
- $301,262
- Participant contributions
- $457,268
- Total income / additions
- $3,451,807
- Benefits paid
- $2,032,462
- Administrative expenses
- $38,133
- Total expenses
- $2,070,595
- Net increase / (decrease)
- $1,381,212
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prm Consulting | not reported in the loaded dataset | $21,413 | not reported in the loaded dataset |
| Tiaa | not reported in the loaded dataset | $16,946 | $0 |