2023 Form 5500 filing — Aspen Hr Peo LLC Retirement Savings 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 20241015162451NAL0030332385001) for Aspen Hr Peo LLC Retirement Savings Plan, reported by Aspen Hr Peo LLC under EIN 85-3188438 and plan number 001. It reports 1,653 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162451NAL0030332385001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Aspen Hr Peo LLC
- EIN
- 85-3188438
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 1,653
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,164,132
- Total liabilities (EOY)
- $219,054
- Net assets (EOY)
- $54,945,078
- Employer contributions
- $5,404,576
- Participant contributions
- $13,381,910
- Total income / additions
- $28,320,700
- Benefits paid
- $4,886,457
- Administrative expenses
- $250,405
- Total expenses
- $5,229,945
- Net increase / (decrease)
- $23,090,755
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Slavic Integrated Administration | TPA | $186,590 | not reported in the loaded dataset |
| Slavic Mutual Fund Management Corp | INVESTMENT MANAGEMENT | $40,415 | not reported in the loaded dataset |
| Aspen Hr Peo LLC | PLAN ADMINISTRATOR | $17,400 | not reported in the loaded dataset |
| Uhy Llp | AUDITOR | $6,000 | not reported in the loaded dataset |