Ashcroft Inc. 401(K) Plan — Form 5500 plan (Ashcroft 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, Ashcroft Inc. 401(K) Plan is a benefit plan reported by Ashcroft Inc. under EIN 20-3481718 and plan number 001. The latest loaded filing year is 2023. The filing reports 427 participants and $69,413,939 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ashcroft Inc.
- EIN
- 20-3481718
- Plan number
- 001
- Plan type
- 2
- Location
- Stratford, CT
- Latest filing year
- 2023
- Participants
- 427
- End-of-year plan assets
- $69,413,939
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 427 | H, C | 20240826134958NAL0017575584001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $69,413,939
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,413,939
- Net assets (BOY)
- $60,275,492
Income & contributions
- Employer contributions
- $952,657
- Participant contributions
- $2,756,345
- Total contributions
- $3,925,967
- Total income / additions
- $14,041,257
Expenses & distributions
- Benefits paid
- $4,858,899
- Administrative expenses
- $19,242
- Total expenses
- $4,902,810
- Net increase / (decrease)
- $9,138,447
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $20,732 | $0 | 2023 |