2023 Form 5500 filing — Aspen Manufacturing LLC 401(K) P
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 20240913113938NAL0011604545001) for Aspen Manufacturing LLC 401(K) P, reported by Aspen Manufacturing LLC under EIN 45-3120278 and plan number 003. It reports 204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913113938NAL0011604545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aspen Manufacturing LLC
- EIN
- 45-3120278
- Plan number
- 003
- Location
- Humble, TX
- Participants
- 204
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,883,530
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,883,530
- Employer contributions
- $216,186
- Participant contributions
- $348,479
- Total income / additions
- $1,397,136
- Benefits paid
- $1,338,651
- Administrative expenses
- $15,455
- Total expenses
- $1,354,754
- Net increase / (decrease)
- $42,382
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Service | INVESTMENT/FINANCIAL ADVI | $13,233 | $0 |
| Adp, Inc. | RECORD KEEPER | $2,221 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |