2023 Form 5500 filing — American Mathematical Society 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 20241004141408NAL0020550688001) for American Mathematical Society Retirement Plan, reported by American Mathematical Society under EIN 05-0264797 and plan number 003. It reports 480 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004141408NAL0020550688001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Mathematical Society
- EIN
- 05-0264797
- Plan number
- 003
- Location
- Providence, RI
- Participants
- 480
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,287,650
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,287,650
- Employer contributions
- $1,527,883
- Total income / additions
- $9,414,102
- Benefits paid
- $2,599,942
- Administrative expenses
- $41,722
- Total expenses
- $2,641,664
- Net increase / (decrease)
- $6,772,438
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiduciary Investment Advisors | NONE | $21,341 | not reported in the loaded dataset |
| Citrin Cooperman & Company Llp | NONE | $13,126 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | NONE | $6,541 | not reported in the loaded dataset |