Aspen Medical Products, Inc. 401(K) Plan — Form 5500 plan (Aspen Medical Products, 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, Aspen Medical Products, Inc. 401(K) Plan is a benefit plan reported by Aspen Medical Products, Inc. under EIN 33-0586598 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $18,590,863 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aspen Medical Products, Inc.
EIN
33-0586598
Plan number
001
Plan type
2
Location
Irvine, CA
Latest filing year
2023
Participants
169
End-of-year plan assets
$18,590,863

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023169H, C20240808141302NAL0008727968001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,590,863
Total liabilities (EOY)
$0
Net assets (EOY)
$18,590,863
Net assets (BOY)
$15,597,676

Income & contributions

Employer contributions
$635,634
Participant contributions
$1,351,285
Total contributions
$2,236,245
Total income / additions
$4,673,025

Expenses & distributions

Benefits paid
$1,591,018
Administrative expenses
$88,820
Total expenses
$1,679,838
Net increase / (decrease)
$2,993,187

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rpa Financial, LLCINVESTMENT ADVISORY$59,946$32023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$28,874$02023
Windes, Inc.OTHER SERVICES$0$9,8112023

Related Form 5500 pages