The Ashgrove Holdings 401k Plan — Form 5500 plan (Ashgrove Holdings, LLC)

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, The Ashgrove Holdings 401k Plan is a benefit plan reported by Ashgrove Holdings, LLC under EIN 13-4122483 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,358 participants and $81,366,929 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ashgrove Holdings, LLC
EIN
13-4122483
Plan number
001
Plan type
2
Location
Sterling, VA
Latest filing year
2023
Participants
1,358
End-of-year plan assets
$81,366,929

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,358H, C20241011142148NAL0012587075001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$81,366,929
Total liabilities (EOY)
$0
Net assets (EOY)
$81,366,929
Net assets (BOY)
$65,465,030

Income & contributions

Employer contributions
$2,511,354
Participant contributions
$5,670,789
Total contributions
$8,619,368
Total income / additions
$21,036,616

Expenses & distributions

Benefits paid
$8,274,713
Administrative expenses
$135,250
Total expenses
$8,492,069
Net increase / (decrease)
$12,544,547

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$85,250$02023
Kestra Advisory Services LLCOTHER$50,000not reported in the loaded dataset2023

Related Form 5500 pages