2023 Form 5500 filing — Naval Academy Athletic Association 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 20240926151037NAL0000474979001) for Naval Academy Athletic Association Retirement Plan, reported by Naval Academy Athletic Association under EIN 52-0613669 and plan number 002. It reports 438 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926151037NAL0000474979001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Naval Academy Athletic Association
- EIN
- 52-0613669
- Plan number
- 002
- Location
- Annapolis, MD
- Participants
- 438
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,588,986
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,588,986
- Employer contributions
- $586,329
- Participant contributions
- $1,651,705
- Total income / additions
- $9,854,364
- Benefits paid
- $1,958,954
- Administrative expenses
- $36,773
- Total expenses
- $1,995,727
- Net increase / (decrease)
- $7,858,637
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Naval Academy Athletic Assoc | NONE | $36,472 | not reported in the loaded dataset |
| Tiaa | NONE | $450 | $0 |