Ashcroft Inc. Retirement Plan For Union Employees — 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. Retirement Plan For Union Employees is a benefit plan reported by Ashcroft Inc. under EIN 20-3481718 and plan number 011. The latest loaded filing year is 2023. The filing reports 295 participants and $22,574,806 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ashcroft Inc.
- EIN
- 20-3481718
- Plan number
- 011
- Plan type
- 2
- Location
- Stratford, CT
- Latest filing year
- 2023
- Participants
- 295
- End-of-year plan assets
- $22,574,806
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 295 | H, C | 20240909185439NAL0004802081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,574,806
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,574,806
- Net assets (BOY)
- $19,887,286
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $3,749,418
Expenses & distributions
- Benefits paid
- $915,733
- Administrative expenses
- $146,165
- Total expenses
- $1,061,898
- Net increase / (decrease)
- $2,687,520
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Webster Bank, N.A. | NONE | $114,976 | $0 | 2023 |