2023 Form 5500 filing — Albuquerque Academy 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 20240920105516NAL0007355441001) for Albuquerque Academy Retirement Plan, reported by Albuquerque Academy under EIN 85-0129165 and plan number 001. It reports 602 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$80.2MReported net assets$80,154,887
Participants602
Provider compensation$21.7K3 Schedule C row(s)$21,683
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240920105516NAL0007355441001
- Plan sponsor
- Albuquerque Academy
- EIN
- 85-0129165
- Plan number
- 001
- Location
- Albuquerque, NM
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$80.2M total assets
Net assets$80.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $80,154,887
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,154,887
- Employer contributions
- $889,722
- Participant contributions
- $1,732,230
- Total income / additions
- $12,526,792
- Benefits paid
- $6,775,851
- Administrative expenses
- $25,549
- Total expenses
- $6,801,400
- Net increase / (decrease)
- $5,725,392
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cliftonlarsonallen Llp | NONE | $20,670 | not reported in the loaded dataset |
| Tiaa | NONE | $625 | $0 |
| Fidelity Investments Inst Op Co LLC | NONE | $388 | $0 |