2023 Form 5500 filing — Agespan, Inc. Tax Sheltered Annuity
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 20241010100406NAL0019894401001) for Agespan, Inc. Tax Sheltered Annuity, reported by Agespan, Inc. under EIN 04-2545136 and plan number 001. It reports 640 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010100406NAL0019894401001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Agespan, Inc.
- EIN
- 04-2545136
- Plan number
- 001
- Location
- Lawrence, MA
- Participants
- 640
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,001,117
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,001,117
- Employer contributions
- $883,571
- Participant contributions
- $1,695,318
- Total income / additions
- $7,178,993
- Benefits paid
- $2,889,186
- Administrative expenses
- $5,881
- Total expenses
- $2,901,750
- Net increase / (decrease)
- $4,277,243
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Investment Services LLC | BROKER/ADVISER | $0 | $55,593 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $5,651 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $230 | not reported in the loaded dataset |