2023 Form 5500 filing — The Ashgrove Holdings 401k 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 20241011142148NAL0012587075001) for The Ashgrove Holdings 401k Plan, reported by Ashgrove Holdings, LLC under EIN 13-4122483 and plan number 001. It reports 1,358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011142148NAL0012587075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ashgrove Holdings, LLC
- EIN
- 13-4122483
- Plan number
- 001
- Location
- Sterling, VA
- Participants
- 1,358
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $81,366,929
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,366,929
- Employer contributions
- $2,511,354
- Participant contributions
- $5,670,789
- Total income / additions
- $21,036,616
- Benefits paid
- $8,274,713
- Administrative expenses
- $135,250
- Total expenses
- $8,492,069
- Net increase / (decrease)
- $12,544,547
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $85,250 | $0 |
| Kestra Advisory Services LLC | OTHER | $50,000 | not reported in the loaded dataset |