2023 Form 5500 filing — Ashp Savings & Investment 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 20240730093222NAL0033815216001) for Ashp Savings & Investment Plan, reported by American Society Of Health System Pharmacists under EIN 52-0807628 and plan number 002. It reports 259 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730093222NAL0033815216001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Society Of Health System Pharmacists
- EIN
- 52-0807628
- Plan number
- 002
- Location
- Bethesda, MD
- Participants
- 259
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $88,160,282
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,160,282
- Employer contributions
- $2,343,099
- Participant contributions
- $2,529,220
- Total income / additions
- $18,525,272
- Benefits paid
- $4,749,808
- Administrative expenses
- $88,020
- Total expenses
- $4,837,828
- Net increase / (decrease)
- $13,687,444
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Grp LLC | NONE | $45,000 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $43,300 | $0 |