2023 Form 5500 filing — Aspiranet 403(B) 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 20241113143716NAL0028584160001) for Aspiranet 403(B) Plan, reported by Aspiranet under EIN 94-2442955 and plan number 002. It reports 1,330 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241113143716NAL0028584160001
Filing year
2023
Form type
2
Plan sponsor
Aspiranet
EIN
94-2442955
Plan number
002
Location
South San Francisco, CA
Participants
1,330
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$14,808,854
Total liabilities (EOY)
$0
Net assets (EOY)
$14,808,854
Employer contributions
$873,224
Participant contributions
$1,297,781
Total income / additions
$4,284,878
Benefits paid
$832,307
Administrative expenses
$25,338
Total expenses
$857,645
Net increase / (decrease)
$3,427,233
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Nfp Retirement, IncFINANCIAL ADVISOR$51,734not reported in the loaded dataset
Ascensus, LLCTHIRD PARTY ADMINISTRATOR$25,536not reported in the loaded dataset
Variable Annuity Life Insurance ComNONE$3,709not reported in the loaded dataset

Related Form 5500 pages