Ashley Hall Foundation — 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, Ashley Hall Foundation (EIN 57-0314364) is a plan sponsor located in Charleston, SC with 1 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
57-0314364
Location
Charleston, SC
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Ashley Hall Foundation

  • 2 loaded plans hold $0 in reported assets.
  • Plans cover 463 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$0Summed across loaded plans
Total reported assets$0
Total reported participants463
Total reported liabilities$0

Reported net position

Contributions & income
Employer contributions$480.5K
Participant contributions$709.4K
Total income / additions$3.7M
Expenses & distributions
Benefits paid / distributions$2.8M
Total expenses$2.9M
Net increase / (decrease)$800.5K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Participants per plan232Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 318 participants · 2023
  2. 2
    Ashley Hall Foundation Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 145 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Ashley Hall Foundation. Open one for its full reported snapshot.

  1. 2023
    Ashley Hall Foundation Health And Welfare Plan145 participants · 2No schedules
    View filing →
  2. 2023
    Ashley Hall Defined Contribution Retirement Plan318 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Ashley Hall Foundation report on Form 5500?
Ashley Hall Foundation (EIN 57-0314364) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Ashley Hall Foundation?
The Employer Identification Number (EIN) reported for Ashley Hall Foundation is 57-0314364.
What is the latest Form 5500 filing year for Ashley Hall Foundation?
The latest loaded Form 5500 filing year for Ashley Hall Foundation is 2023.

Related Form 5500 pages