Plan5500

Agespan, Inc. Tax Sheltered Annuity — Form 5500 plan (Agespan, 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, Agespan, Inc. Tax Sheltered Annuity is a benefit plan reported by Agespan, Inc. under EIN 04-2545136 and plan number 001. The latest loaded filing year is 2023. The filing reports 640 participants and $30,001,117 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Agespan, Inc.
EIN
04-2545136
Plan number
001
Plan type
2
Location
Lawrence, MA
Latest filing year
2023
Participants
640
End-of-year plan assets
$30,001,117

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023640H, C20241010100406NAL0019894401001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,001,117
Total liabilities (EOY)
$0
Net assets (EOY)
$30,001,117
Net assets (BOY)
$25,723,874

Income & contributions

Employer contributions
$883,571
Participant contributions
$1,695,318
Total contributions
$2,674,518
Total income / additions
$7,178,993

Expenses & distributions

Benefits paid
$2,889,186
Administrative expenses
$5,881
Total expenses
$2,901,750
Net increase / (decrease)
$4,277,243

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Investment Services LLCBROKER/ADVISER$0$55,5932023
Empower Annuity Insurance Company ORECORDKEEPER$5,651$02023
Empower Advisory Group, LLCINVESTMENT MGMT$230not reported in the loaded dataset2023

Related Form 5500 pages