2023 Form 5500 filing — Aspen Therapy 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 20250213183343NAL0012185667001) for Aspen Therapy 401(K) Plan, reported by Aspen Therapy, LLC under EIN 46-4766867 and plan number 001. It reports 279 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)$3.7MReported net assets$3,657,931
Participants279
Provider compensation$31.9K2 Schedule C row(s)$31,913
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250213183343NAL0012185667001
Plan sponsor
Aspen Therapy, LLC
EIN
46-4766867
Plan number
001
Location
Gates Mills, OH
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)$3.7M total assets
Net assets$3.7MLiabilities$5.7K
Money in vs. money out
Total income / additions$991.1K
Total expenses$400.5K
Benefits paid / distributions$366.5K
Contributions
Employer$49.7K
Participant$385.7K
Full reported line items
Total assets (EOY)
$3,663,669
Total liabilities (EOY)
$5,738
Net assets (EOY)
$3,657,931
Employer contributions
$49,722
Participant contributions
$385,722
Total income / additions
$991,150
Benefits paid
$366,493
Administrative expenses
$34,049
Total expenses
$400,542
Net increase / (decrease)
$590,608
Schedule C

Reported service provider compensation

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

  1. 1
    Ascensus$16.1K
    RECORDKEEPER · Direct $16.1K · Indirect $4
  2. 2
    ADVISOR · Direct $15.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250213183343NAL0012185667001 cover?
It is the 2023 Form 5500 filing for Aspen Therapy 401(K) Plan, reported by Aspen Therapy, LLC (EIN 46-4766867).
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