2023 Form 5500 filing — Astar Capital Management, Inc. 401(K) Profit Sharing 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 20241008084114NAL0016344753001) for Astar Capital Management, Inc. 401(K) Profit Sharing Plan, reported by Astar Capital Management, Inc. under EIN 75-3042907 and plan number 001. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.7MReported net assets$8,668,455
Participants154
Provider compensation$9.5K2 Schedule C row(s)$9,457
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008084114NAL0016344753001
Plan sponsor
Astar Capital Management, Inc.
EIN
75-3042907
Plan number
001
Location
West Allis, WI
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.7M total assets
Net assets$8.7MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$952.4K
Benefits paid / distributions$942.9K
Contributions
Employer$166.2K
Participant$330.7K
Full reported line items
Total assets (EOY)
$8,668,455
Total liabilities (EOY)
$0
Net assets (EOY)
$8,668,455
Employer contributions
$166,242
Participant contributions
$330,667
Total income / additions
$1,577,807
Benefits paid
$942,898
Administrative expenses
$9,456
Total expenses
$952,354
Net increase / (decrease)
$625,453

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
First Business Trust & InvestmentsNONE$9,457$0
Charles Schwab & Co., Inc.NONE$0$0

Related Form 5500 pages