American Mathematical Society Retirement 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 Retirement Plan is a benefit plan reported by American Mathematical Society under EIN 05-0264797 and plan number 003. The latest loaded filing year is 2023. The filing reports 480 participants and $59,287,650 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Mathematical Society
- EIN
- 05-0264797
- Plan number
- 003
- Plan type
- 2
- Location
- Providence, RI
- Latest filing year
- 2023
- Participants
- 480
- End-of-year plan assets
- $59,287,650
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 480 | H, C | 20241004141408NAL0020550688001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,287,650
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,287,650
- Net assets (BOY)
- $52,515,212
Income & contributions
- Employer contributions
- $1,527,883
- Total contributions
- $1,541,722
- Total income / additions
- $9,414,102
Expenses & distributions
- Benefits paid
- $2,599,942
- Administrative expenses
- $41,722
- Total expenses
- $2,641,664
- Net increase / (decrease)
- $6,772,438
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiduciary Investment Advisors | NONE | $21,341 | not reported in the loaded dataset | 2023 |
| Citrin Cooperman & Company Llp | NONE | $13,126 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | NONE | $6,541 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Mathematical Society
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Providence, RI
- Fiduciary Investment Advisors — Schedule C compensation
- Citrin Cooperman & Company Llp — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation