Academy Of Nutrition And Dietetics Retirement Plan — Form 5500 plan (Academy Of Nutrition And Dietetics)
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, Academy Of Nutrition And Dietetics Retirement Plan is a benefit plan reported by Academy Of Nutrition And Dietetics under EIN 36-0724760 and plan number 002. The latest loaded filing year is 2023. The filing reports 235 participants and $32,196,803 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Academy Of Nutrition And Dietetics
- EIN
- 36-0724760
- Plan number
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 235
- End-of-year plan assets
- $32,196,803
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 235 | H, C | 20250317191610NAL0001709619001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,196,803
- Net assets (EOY)
- $32,196,803
- Net assets (BOY)
- $27,335,519
Income & contributions
- Employer contributions
- $455,688
- Participant contributions
- $1,374,747
- Total contributions
- $2,117,197
- Total income / additions
- $7,045,563
Expenses & distributions
- Benefits paid
- $2,117,080
- Administrative expenses
- $67,199
- Total expenses
- $2,184,279
- Net increase / (decrease)
- $4,861,284
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $60,479 | $0 | 2023 |
| Ameriprise Financial Services LLC | BROKER | $0 | $58,442 | 2023 |