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, Aua Tax Sheltered Annuity Plan is a benefit plan reported by American Urological Association Education & Research, Inc. under EIN 43-0691437 and plan number 003. The latest loaded filing year is 2023. The filing reports 207 participants and $21,963,015 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,963,015
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,963,015
- Net assets (BOY)
- $17,868,795
Income & contributions
- Employer contributions
- $280,827
- Participant contributions
- $1,208,729
- Total contributions
- $1,672,794
- Total income / additions
- $4,981,306
Expenses & distributions
- Benefits paid
- $839,688
- Administrative expenses
- $47,398
- Total expenses
- $887,086
- Net increase / (decrease)
- $4,094,220