2023 Form 5500 filing — Asha 401(K) 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 20241008085528NAL0008201347001) for Asha 401(K) Plan, reported by American Speech-Language-Hearing Association (Asha) under EIN 53-0240474 and plan number 002. It reports 383 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008085528NAL0008201347001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Speech-Language-Hearing Association (Asha)
- EIN
- 53-0240474
- Plan number
- 002
- Location
- Rockville, MD
- Participants
- 383
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,320,107
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,320,107
- Employer contributions
- $1,541,050
- Participant contributions
- $3,403,093
- Total income / additions
- $15,052,823
- Benefits paid
- $2,393,811
- Administrative expenses
- $107,627
- Total expenses
- $2,501,438
- Net increase / (decrease)
- $12,551,385
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiducient Advisors LLC | INVESTMENT ADVISORY | $150,752 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $32,250 | $0 |