Universities Space Research Association 401(K) Retirement Plan — Form 5500 plan (Universities Space Research 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, Universities Space Research Association 401(K) Retirement Plan is a benefit plan reported by Universities Space Research Association under EIN 52-0892064 and plan number 002. The latest loaded filing year is 2023. The filing reports 663 participants and $85,718,357 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Universities Space Research Association
- EIN
- 52-0892064
- Plan number
- 002
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 663
- End-of-year plan assets
- $85,718,357
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 663 | H, C | 20241015163842NAL0029133393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $85,718,357
- Net assets (EOY)
- $85,718,357
- Net assets (BOY)
- $75,602,588
Income & contributions
- Employer contributions
- $1,549,937
- Participant contributions
- $3,152,954
- Total contributions
- $4,990,929
- Total income / additions
- $18,004,249
Expenses & distributions
- Benefits paid
- $7,742,368
- Administrative expenses
- $145,338
- Total expenses
- $7,888,480
- Net increase / (decrease)
- $10,115,769
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $91,789 | $0 | 2023 |
| Grp Financial | INVESTMENT ADVISOR | $53,549 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Universities Space Research Association
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Transamerica Retirement Solutions — Schedule C compensation
- Grp Financial — Schedule C compensation
- National Financial Services — Schedule C compensation