American Mathematical Society Tax-Deferred Annuity Plan — Form 5500 plan (American Mathematical Society)
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, American Mathematical Society Tax-Deferred Annuity Plan is a benefit plan reported by American Mathematical Society under EIN 05-0264797 and plan number 002. The latest loaded filing year is 2023. The filing reports 552 participants and $69,516,497 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$69.5MPlan net assets, end of year$69,516,497
Participants552Covered participants reported
Assets / participant$125.9KComputed: assets ÷ participants$125,936 (computed)
Provider compensation$47.8K3 Schedule C provider row(s)$47,757
- Plan sponsor
- American Mathematical Society
- EIN
- 05-0264797
- Plan number
- 002
- Plan type
- 2
- Location
- Providence, RI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 552 | H, C | 20241004141623NAL0022900210001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$69.5M total assets
Net assets$69.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $69,516,497
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,516,497
- Net assets (BOY)
- $63,433,781
Income & contributions
- Participant contributions
- $1,497,507
- Total contributions
- $1,663,892
- Total income / additions
- $9,718,472
Expenses & distributions
- Benefits paid
- $3,566,415
- Administrative expenses
- $52,543
- Total expenses
- $3,635,756
- Net increase / (decrease)
- $6,082,716
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income37%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiducient Advisors | NONE | $21,341 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $13,290 | $0 | 2023 |
| Citrin Cooperman & Company Llp | NONE | $13,126 | not reported in the loaded dataset | 2023 |