2023 Form 5500 filing — American Public Education 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 20241014080745NAL0026793233001) for American Public Education Retirement Plan, reported by American Public Education Inc. under EIN 01-0724376 and plan number 001. It reports 6,799 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014080745NAL0026793233001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Public Education Inc.
- EIN
- 01-0724376
- Plan number
- 001
- Location
- Charles Town, WV
- Participants
- 6,799
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $259,281,173
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $259,281,173
- Employer contributions
- $6,137,017
- Participant contributions
- $18,396,019
- Total income / additions
- $70,573,657
- Benefits paid
- $25,969,016
- Administrative expenses
- $6,521
- Total expenses
- $26,075,520
- Net increase / (decrease)
- $44,498,137
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $6,521 | $0 |