Aga Institute Retirement Plan — Form 5500 plan (American Gastroenterological Association)
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, Aga Institute Retirement Plan is a benefit plan reported by American Gastroenterological Association under EIN 36-6066325 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $30,292,442 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Gastroenterological Association
- EIN
- 36-6066325
- Plan number
- 001
- Plan type
- 2
- Location
- Bethesda, MD
- Latest filing year
- 2023
- Participants
- 154
- End-of-year plan assets
- $30,292,442
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 154 | H, C | 20240910144945NAL0007037345001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,292,442
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,292,442
- Net assets (BOY)
- $24,915,345
Income & contributions
- Employer contributions
- $678,719
- Participant contributions
- $794,381
- Total contributions
- $2,021,851
- Total income / additions
- $6,428,282
Expenses & distributions
- Benefits paid
- $971,637
- Administrative expenses
- $79,548
- Total expenses
- $1,051,185
- Net increase / (decrease)
- $5,377,097
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $79,548 | $0 | 2023 |
| Harbor Investment Advisory, LLC | INVESTMENT ADVISORY | $0 | $24,000 | 2023 |