2023 Form 5500 filing — The Army Distaff Foundation Tax Sheltered Annuity

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 20250106082519NAL0004353219001) for The Army Distaff Foundation Tax Sheltered Annuity, reported by The Army Distaff Foundation, Inc. under EIN 53-0246852 and plan number 001. It reports 243 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)$10.5MReported net assets$10,453,899
Participants243
Provider compensation$73.9K1 Schedule C row(s)$73,858
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250106082519NAL0004353219001
Plan sponsor
The Army Distaff Foundation, Inc.
EIN
53-0246852
Plan number
001
Location
Washington, DC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$10.5M total assets
Net assets$10.5MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$734.1K
Benefits paid / distributions$677.7K
Contributions
Employer$126.2K
Participant$447.4K
Full reported line items
Total assets (EOY)
$10,453,899
Total liabilities (EOY)
$0
Net assets (EOY)
$10,453,899
Employer contributions
$126,156
Participant contributions
$447,439
Total income / additions
$1,887,663
Benefits paid
$677,684
Administrative expenses
$56,431
Total expenses
$734,115
Net increase / (decrease)
$1,153,548
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $73.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250106082519NAL0004353219001 cover?
It is the 2023 Form 5500 filing for The Army Distaff Foundation Tax Sheltered Annuity, reported by The Army Distaff Foundation, Inc. (EIN 53-0246852).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages