Ashgrove Holdings, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Ashgrove Holdings, LLC (EIN 13-4122483) is a plan sponsor located in Sterling, VA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-4122483
Location
Sterling, VA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$81,366,929
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$81,366,929

Contributions & income

Employer contributions
$2,511,354
Participant contributions
$5,670,789
Total income / additions
$21,036,616

Expenses & distributions

Benefits paid / distributions
$8,274,713
Total expenses
$8,492,069
Net increase / (decrease)
$12,544,547

Coverage

Total reported participants
2,063
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Ashgrove Holdings, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Ashgrove Holdings 401k Plan0011,358$81,366,9292023
The Ashgrove Holdings, LLC Health And Welfare Benefit (Wrap) Plan501705not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Ashgrove Holdings, LLC
YearPlanParticipantsSchedulesFiling
2023The Ashgrove Holdings, LLC Health And Welfare Benefit (Wrap) Plan70520240730112610NAL0020620481001
2023The Ashgrove Holdings 401k Plan1,358H, C20241011142148NAL0012587075001

Related Form 5500 pages