Astm Tax Sheltered Savings Plan — Form 5500 plan (American Society For Testing And Materials)
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, Astm Tax Sheltered Savings Plan is a benefit plan reported by American Society For Testing And Materials under EIN 23-1352024 and plan number 003. The latest loaded filing year is 2023. The filing reports 367 participants and $63,398,823 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Society For Testing And Materials
- EIN
- 23-1352024
- Plan number
- 003
- Plan type
- 2
- Location
- West Conshohocken, PA
- Latest filing year
- 2023
- Participants
- 367
- End-of-year plan assets
- $63,398,823
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 367 | H, C | 20241011140112NAL0038944672001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,398,823
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,398,823
- Net assets (BOY)
- $54,719,937
Income & contributions
- Employer contributions
- $1,416,582
- Participant contributions
- $2,863,614
- Total contributions
- $4,500,564
- Total income / additions
- $14,224,025
Expenses & distributions
- Benefits paid
- $5,522,323
- Administrative expenses
- $22,816
- Total expenses
- $5,545,139
- Net increase / (decrease)
- $8,678,886
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $20,760 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,056 | $0 | 2023 |