The American Institute Of Physics Tax Deferred Annuity Plan — Form 5500 plan (Amercian Institute Of Physics)
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, The American Institute Of Physics Tax Deferred Annuity Plan is a benefit plan reported by Amercian Institute Of Physics under EIN 13-1667053 and plan number 002. The latest loaded filing year is 2023. The filing reports 529 participants and $71,059,249 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amercian Institute Of Physics
- EIN
- 13-1667053
- Plan number
- 002
- Plan type
- 2
- Location
- College Park, MD
- Latest filing year
- 2023
- Participants
- 529
- End-of-year plan assets
- $71,059,249
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 529 | H, C | 20241014142019NAL0046333840001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $71,059,249
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,059,249
- Net assets (BOY)
- $61,891,167
Income & contributions
- Participant contributions
- $2,146,468
- Total contributions
- $2,901,764
- Total income / additions
- $12,802,327
Expenses & distributions
- Benefits paid
- $3,619,853
- Administrative expenses
- $12,552
- Total expenses
- $3,634,245
- Net increase / (decrease)
- $9,168,082
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Teachers Insurance And Annuity Assc | not reported in the loaded dataset | $13,227 | $0 | 2023 |