Association Of The United States Army Inc Retirement Plan — Form 5500 plan (Assoc Of The United States Army Inc)
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, Association Of The United States Army Inc Retirement Plan is a benefit plan reported by Assoc Of The United States Army Inc under EIN 53-0193361 and plan number 002. The latest loaded filing year is 2023. The filing reports 125 participants and $21,674,226 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Assoc Of The United States Army Inc
- EIN
- 53-0193361
- Plan number
- 002
- Plan type
- 2
- Location
- Arlington, VA
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $21,674,226
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20241011111522NAL0021740337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,674,226
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,674,226
- Net assets (BOY)
- $17,818,332
Income & contributions
- Employer contributions
- $711,773
- Participant contributions
- $827,487
- Total contributions
- $1,539,260
- Total income / additions
- $5,017,421
Expenses & distributions
- Benefits paid
- $1,135,808
- Administrative expenses
- $25,719
- Total expenses
- $1,161,527
- Net increase / (decrease)
- $3,855,894
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $25,719 | $0 | 2023 |
| Columbia Funds | NONE | $0 | $0 | 2023 |
| Dodge & Cox | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Allspring Global | NONE | $0 | $0 | 2023 |
| Parnassus Funds | NONE | $0 | $0 | 2023 |
| Tiaa-Cref | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
| Principal Funds | NONE | $0 | $0 | 2023 |
| Blackrock Funds | NONE | $0 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
| Dws Investments | NONE | $0 | $0 | 2023 |
| Janus Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Assoc Of The United States Army Inc
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Arlington, VA
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Columbia Funds — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- American Funds — Schedule C compensation
- Allspring Global — Schedule C compensation
- Parnassus Funds — Schedule C compensation
- Tiaa-Cref — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation
- Principal Funds — Schedule C compensation
- Blackrock Funds — Schedule C compensation
- Mfs Funds — Schedule C compensation
- Dws Investments — Schedule C compensation
- Janus Funds — Schedule C compensation