Aim Academy Teachers' Retirement Fund — Form 5500 plan (Academy In Manayunk Dba Aim Academy)
Plain-English plan 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, Aim Academy Teachers' Retirement Fund is a benefit plan reported by Academy In Manayunk Dba Aim Academy under EIN 01-0849648 and plan number 002. The latest loaded filing year is 2023. The filing reports 123 participants and $4,637,361 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Academy In Manayunk Dba Aim Academy
- EIN
- 01-0849648
- Plan number
- 002
- Plan type
- 2
- Location
- Conshohocken, PA
- Latest filing year
- 2023
- Participants
- 123
- End-of-year plan assets
- $4,637,361
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 123 | H, C | 20260508142247NAL0003210611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,637,361
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,637,361
- Net assets (BOY)
- $3,461,531
Income & contributions
- Employer contributions
- $243,183
- Participant contributions
- $320,336
- Total contributions
- $679,076
- Total income / additions
- $1,297,827
Expenses & distributions
- Benefits paid
- $96,986
- Administrative expenses
- $25,011
- Total expenses
- $121,997
- Net increase / (decrease)
- $1,175,830
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services | BROKERDEALER | $13,393 | not reported in the loaded dataset | 2023 |