2023 Form 5500 filing — T.L. Ashford & Associates 401(K) 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 20241018114817NAL0032817105001) for T.L. Ashford & Associates 401(K) Plan, reported by T.L. Ashford & Associates under EIN 31-1068917 and plan number 001. It reports 15 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241018114817NAL0032817105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- T.L. Ashford & Associates
- EIN
- 31-1068917
- Plan number
- 001
- Location
- Fort Mitchell, KY
- Participants
- 15
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,836,910
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,836,910
- Employer contributions
- $52,559
- Participant contributions
- $123,420
- Total income / additions
- $1,165,485
- Benefits paid
- $20,501
- Administrative expenses
- $119
- Total expenses
- $20,620
- Net increase / (decrease)
- $1,144,865
- Schedule source
- Schedule I