2023 Form 5500 filing — The Association Of International Certified Professional Accountants 401(K) 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 20241014140348NAL0044798976003) for The Association Of International Certified Professional Accountants 401(K) Retirement Plan, reported by The Association Of International Certified Professional Accountants under EIN 36-4847532 and plan number 001. It reports 1,152 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014140348NAL0044798976003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Association Of International Certified Professional Accountants
- EIN
- 36-4847532
- Plan number
- 001
- Location
- Durham, NC
- Participants
- 1,152
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $245,258,795
- Net assets (EOY)
- $245,258,795
- Employer contributions
- $3,956,879
- Participant contributions
- $9,014,806
- Total income / additions
- $50,264,005
- Benefits paid
- $14,008,982
- Administrative expenses
- $103,129
- Total expenses
- $14,131,098
- Net increase / (decrease)
- $36,132,907
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $103,179 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $1,556 | $0 |