Asia Foundation Defined Contribution Retirement Plan — Form 5500 plan (The Asia Foundation)
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, Asia Foundation Defined Contribution Retirement Plan is a benefit plan reported by The Asia Foundation under EIN 94-1191246 and plan number 001. The latest loaded filing year is 2023. The filing reports 477 participants and $85,189,768 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Asia Foundation
- EIN
- 94-1191246
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 477
- End-of-year plan assets
- $85,189,768
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 477 | H, C | 20241004204609NAL0005996963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $85,189,768
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $85,189,768
- Net assets (BOY)
- $74,392,351
Income & contributions
- Employer contributions
- $1,513,845
- Participant contributions
- $1,282,276
- Total contributions
- $3,409,976
- Total income / additions
- $14,544,933
Expenses & distributions
- Benefits paid
- $3,724,732
- Administrative expenses
- $22,784
- Total expenses
- $3,747,516
- Net increase / (decrease)
- $10,797,417
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Clark Nuber Ps | NONE | $22,500 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $284 | $0 | 2023 |