2023 Form 5500 filing — American Councils 403b 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 20250331084518NAL0003344675001) for American Councils 403b Retirement Plan, reported by American Councils For International Education under EIN 52-1067256 and plan number 003. It reports 399 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250331084518NAL0003344675001
Filing year
2023
Form type
2
Plan sponsor
American Councils For International Education
EIN
52-1067256
Plan number
003
Location
Washington, DC
Participants
399
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$43,882,727
Total liabilities (EOY)
$0
Net assets (EOY)
$43,882,727
Employer contributions
$1,011,546
Participant contributions
$1,478,936
Total income / additions
$8,463,562
Benefits paid
$789,597
Administrative expenses
$1,541
Total expenses
$791,138
Net increase / (decrease)
$7,672,424
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
American United Life Insurance CoNONE$1,611$106,038
Raymond James Fncl SrvsNONE$0$41,415

Related Form 5500 pages