Aspire Living & Learning, Inc. 403(B) Plan — Form 5500 plan (Aspire Living & Learning, Inc.)
Plain-English plan 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, Aspire Living & Learning, Inc. 403(B) Plan is a benefit plan reported by Aspire Living & Learning, Inc. under EIN 03-0284103 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,743 participants and $24,710,386 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aspire Living & Learning, Inc.
- EIN
- 03-0284103
- Plan number
- 001
- Plan type
- 2
- Location
- Barre, VT
- Latest filing year
- 2023
- Participants
- 1,743
- End-of-year plan assets
- $24,710,386
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,743 | H, C | 20240607075848NAL0023262353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,710,386
- Net assets (EOY)
- $24,710,386
- Net assets (BOY)
- $20,866,131
Income & contributions
- Employer contributions
- $782,011
- Participant contributions
- $1,981,654
- Total contributions
- $2,868,887
- Total income / additions
- $5,918,736
Expenses & distributions
- Benefits paid
- $1,994,093
- Administrative expenses
- $80,388
- Total expenses
- $2,074,481
- Net increase / (decrease)
- $3,844,255
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Pension Service Inc. | CONTRACT ADMIN | $78,378 | $10,000 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $74,199 | $0 | 2023 |
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $35,308 | $0 | 2023 |
| Mcsoley Mccoy & Co | OTHER | $8,500 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aspire Living & Learning, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in Barre, VT
- The Pension Service Inc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Mcsoley Mccoy & Co — Schedule C compensation