Plan5500

Asendia Usa 401(K) Profit Sharing Plan — Form 5500 plan (Asendia Usa, 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, Asendia Usa 401(K) Profit Sharing Plan is a benefit plan reported by Asendia Usa, Inc. under EIN 23-3060988 and plan number 001. The latest loaded filing year is 2023. The filing reports 465 participants and $18,708,597 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Asendia Usa, Inc.
EIN
23-3060988
Plan number
001
Plan type
2
Location
Folcroft, PA
Latest filing year
2023
Participants
465
End-of-year plan assets
$18,708,597

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023465H, C20240725145757NAL0014311985001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,708,597
Total liabilities (EOY)
$26,349
Net assets (EOY)
$18,682,248
Net assets (BOY)
$14,669,921

Income & contributions

Employer contributions
$810,320
Participant contributions
$1,334,185
Total contributions
$2,153,386
Total income / additions
$4,962,795

Expenses & distributions

Benefits paid
$790,162
Administrative expenses
$160,306
Total expenses
$950,468
Net increase / (decrease)
$4,012,327

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners LLC Dba CaptrINVESTMENT ADVISOR$109,910not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$46,222$02023

Related Form 5500 pages