2023 Form 5500 filing — Aspire Living & Learning, Inc. 403(B) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240607075848NAL0023262353001) for Aspire Living & Learning, Inc. 403(B) Plan, reported by Aspire Living & Learning, Inc. under EIN 03-0284103 and plan number 001. It reports 1,743 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240607075848NAL0023262353001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aspire Living & Learning, Inc.
- EIN
- 03-0284103
- Plan number
- 001
- Location
- Barre, VT
- Participants
- 1,743
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,710,386
- Net assets (EOY)
- $24,710,386
- Employer contributions
- $782,011
- Participant contributions
- $1,981,654
- Total income / additions
- $5,918,736
- Benefits paid
- $1,994,093
- Administrative expenses
- $80,388
- Total expenses
- $2,074,481
- Net increase / (decrease)
- $3,844,255
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Pension Service Inc. | CONTRACT ADMIN | $78,378 | $10,000 |
| Empower Annuity Insurance Company | RECORDKEEPER | $74,199 | $0 |
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $35,308 | $0 |
| Mcsoley Mccoy & Co | OTHER | $8,500 | $0 |