2023 Form 5500 filing — Aacn 401(K) Retirement Savings 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 20240923122709NAL0006628611001) for Aacn 401(K) Retirement Savings Plan, reported by American Association Of Critical-Care Nurses under EIN 95-2706905 and plan number 002. It reports 210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923122709NAL0006628611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Association Of Critical-Care Nurses
- EIN
- 95-2706905
- Plan number
- 002
- Location
- Aliso Viejo, CA
- Participants
- 210
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,280,233
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,280,233
- Employer contributions
- $1,534,388
- Participant contributions
- $2,137,643
- Total income / additions
- $10,059,395
- Benefits paid
- $2,889,802
- Administrative expenses
- $50,130
- Total expenses
- $2,939,932
- Net increase / (decrease)
- $7,119,463
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Benefits Unlimited Inc | RECORDKEEPER | $0 | $68,767 |
| Stancorp Financial Group | RECORDKEEPER | $52,278 | $0 |
| Charles Schwab | CUSTODIAN | $0 | $8,223 |