2023 Form 5500 filing — Aclu Defined Contribution 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 20241011174841NAL0039701408001) for Aclu Defined Contribution Plan, reported by American Civil Liberties Union, Inc. under EIN 13-3871360 and plan number 003. It reports 2,645 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)$196.7MReported net assets$196,692,215
Participants2.6K2,645
Provider compensation$292.2K2 Schedule C row(s)$292,244
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011174841NAL0039701408001
- Plan sponsor
- American Civil Liberties Union, Inc.
- EIN
- 13-3871360
- Plan number
- 003
- Location
- New York, NY
- 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)$196.7M total assets
Net assets$196.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $196,692,215
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $196,692,215
- Employer contributions
- $9,246,045
- Participant contributions
- $17,047,170
- Total income / additions
- $54,791,279
- Benefits paid
- $10,633,932
- Administrative expenses
- $292,244
- Total expenses
- $10,937,939
- Net increase / (decrease)
- $43,853,340
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $276,494 | $0 |
| Rsm Us Llp | ACCOUNTANT | $15,750 | not reported in the loaded dataset |