2023 Form 5500 filing — Sheshunoff Management Services, L.P. 401(K) Plan And Trust

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 20241127155153NAL0004392403001) for Sheshunoff Management Services, L.P. 401(K) Plan And Trust, reported by A.S.C.I.B., L.P. under EIN 75-2840581 and plan number 001. It reports 140 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)$9.8MReported net assets$9,810,651
Participants140
Provider compensation$46.8K1 Schedule C row(s)$46,767
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241127155153NAL0004392403001
Plan sponsor
A.S.C.I.B., L.P.
EIN
75-2840581
Plan number
001
Location
Austin, TX
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)$9.8M total assets
Net assets$9.8MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$7.6M
Benefits paid / distributions$7.6M
Contributions
Employer$61.9K
Participant$740.5K
Full reported line items
Total assets (EOY)
$9,810,651
Total liabilities (EOY)
$0
Net assets (EOY)
$9,810,651
Employer contributions
$61,855
Participant contributions
$740,476
Total income / additions
$3,202,025
Benefits paid
$7,587,029
Administrative expenses
$45,747
Total expenses
$7,632,776
Net increase / (decrease)
-$4,430,751
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $45.7K · Indirect $1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241127155153NAL0004392403001 cover?
It is the 2023 Form 5500 filing for Sheshunoff Management Services, L.P. 401(K) Plan And Trust, reported by A.S.C.I.B., L.P. (EIN 75-2840581).
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).

Related Form 5500 pages