2023 Form 5500 filing — The Ashton Company, Inc. Contractors And Engineers 401(K) Profit Sharing Plan And Trust Agreement

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 20241011145325NAL0022981025001) for The Ashton Company, Inc. Contractors And Engineers 401(K) Profit Sharing Plan And Trust Agreement, reported by The Ashton Company, Inc. Contractors And Engineers under EIN 86-0104787 and plan number 001. It reports 183 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)$6.5MReported net assets$6,532,279

Participants183

Provider compensationNone reported1 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241011145325NAL0022981025001
Plan sponsor: The Ashton Company, Inc. Contractors And Engineers
EIN: 86-0104787
Plan number: 001
Location: Tucson, AZ
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$6.5M total assets

Net assets$6.5MLiabilities$0

Money in vs. money out

Total income / additions$1.2M

Total expenses$650.8K

Benefits paid / distributions$643.3K

Contributions

Employer$57.6K

Participant$237.3K

Full reported line items

Total assets (EOY): $6,532,279
Total liabilities (EOY): $0
Net assets (EOY): $6,532,279
Employer contributions: $57,563
Participant contributions: $237,328
Total income / additions: $1,199,547
Benefits paid: $643,338
Administrative expenses: $7,489
Total expenses: $650,827
Net increase / (decrease): $548,720

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Charles Schwab & Co., Inc.$0
NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011145325NAL0022981025001 cover?: It is the 2023 Form 5500 filing for The Ashton Company, Inc. Contractors And Engineers 401(K) Profit Sharing Plan And Trust Agreement, reported by The Ashton Company, Inc. Contractors And Engineers (EIN 86-0104787).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).