Air & Space Forces Association 401(K) Retirement Plan — Form 5500 plan (Air & Space Forces 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, Air & Space Forces Association 401(K) Retirement Plan is a benefit plan reported by Air & Space Forces Association under EIN 52-6043929 and plan number 002. The latest loaded filing year is 2023. The filing reports 159 participants and $12,629,312 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Air & Space Forces Association
- EIN
- 52-6043929
- Plan number
- 002
- Plan type
- 2
- Location
- Arlington, VA
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $12,629,312
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20241223102749NAL0014240272001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,629,312
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,629,312
- Net assets (BOY)
- $10,126,039
Income & contributions
- Employer contributions
- $879,362
- Participant contributions
- $898,368
- Total contributions
- $1,777,730
- Total income / additions
- $3,510,583
Expenses & distributions
- Benefits paid
- $944,147
- Administrative expenses
- $63,163
- Total expenses
- $1,007,310
- Net increase / (decrease)
- $2,503,273
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $63,163 | $0 | 2023 |
| Wells Fargo Clearing Svcs (Wf Advs) | INVESTMENT ADVISORY | $0 | $26,633 | 2023 |