2023 Form 5500 filing — Alabama Housing Finance Authority Employees' Pension 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 20250326150322NAL0015994593001) for Alabama Housing Finance Authority Employees' Pension Plan, reported by Alabama Housing Finance Authority under EIN 63-0980480 and plan number 002. It reports 143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$30.6MReported net assets$30,587,123
Participants143
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250326150322NAL0015994593001
Plan sponsor
Alabama Housing Finance Authority
EIN
63-0980480
Plan number
002
Location
Montgomery, AL
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)$31.3M total assets
Net assets$30.6MLiabilities$680.5K
Money in vs. money out
Total income / additions$7.7M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$2.4M
Participant$0
Full reported line items
Total assets (EOY)
$31,267,624
Total liabilities (EOY)
$680,501
Net assets (EOY)
$30,587,123
Employer contributions
$2,352,000
Participant contributions
$0
Total income / additions
$7,719,381
Benefits paid
$1,368,739
Administrative expenses
$149,364
Total expenses
$1,518,103
Net increase / (decrease)
$6,201,278

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250326150322NAL0015994593001 cover?
It is the 2023 Form 5500 filing for Alabama Housing Finance Authority Employees' Pension Plan, reported by Alabama Housing Finance Authority (EIN 63-0980480).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages