2023 Form 5500 filing — Aspekt Solutions 401(K) And 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 20241010105231NAL0040490850001) for Aspekt Solutions 401(K) And Profit Sharing Plan, reported by Medical Physics Holdings LLC under EIN 81-5102962 and plan number 001. It reports 235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010105231NAL0040490850001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Medical Physics Holdings LLC
- EIN
- 81-5102962
- Plan number
- 001
- Location
- Greenbelt, MD
- Participants
- 235
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $461,014
- Benefits paid
- $953,484
- Administrative expenses
- $8,748
- Total expenses
- $962,232
- Net increase / (decrease)
- -$501,218
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hauser Retirement Solutions 2 LLC | ADVISOR | $18,469 | not reported in the loaded dataset |
| Hauser Retirement Solutions 2 LLC | ADVISOR | $10,000 | not reported in the loaded dataset |
| Usi Advisors Inc | ADVISOR | $7,081 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$1,252 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | -$2,901 | $0 |