The Aafp 401(K) Plan — Form 5500 plan (American Academy Of Family Physicians)
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 Aafp 401(K) Plan is a benefit plan reported by American Academy Of Family Physicians under EIN 44-0536051 and plan number 003. The latest loaded filing year is 2023. The filing reports 530 participants and $94,403,558 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Academy Of Family Physicians
- EIN
- 44-0536051
- Plan number
- 003
- Plan type
- 2
- Location
- Leawood, KS
- Latest filing year
- 2023
- Participants
- 530
- End-of-year plan assets
- $94,403,558
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 530 | H, C | 20241001110219NAL0013742002001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $94,403,558
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,403,558
- Net assets (BOY)
- $79,906,116
Income & contributions
- Employer contributions
- $2,787,691
- Participant contributions
- $3,103,891
- Total contributions
- $6,361,598
- Total income / additions
- $19,443,897
Expenses & distributions
- Benefits paid
- $4,785,852
- Administrative expenses
- $160,603
- Total expenses
- $4,946,455
- Net increase / (decrease)
- $14,497,442
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $70,070 | $0 | 2023 |
| Creative Planning LLC | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Bkd Llp | NONE | $9,056 | not reported in the loaded dataset | 2023 |