Plan5500

Ascot Enterprises, Inc. 401(K) Savings Plan And Trust — Form 5500 plan (Ascot Enterprises, 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, Ascot Enterprises, Inc. 401(K) Savings Plan And Trust is a benefit plan reported by Ascot Enterprises, Inc. under EIN 35-1381338 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $3,962,933 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ascot Enterprises, Inc.
EIN
35-1381338
Plan number
001
Plan type
2
Location
Nappanee, IN
Latest filing year
2023
Participants
169
End-of-year plan assets
$3,962,933

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023169H, C20241007105614NAL0027267696001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,962,933
Total liabilities (EOY)
$0
Net assets (EOY)
$3,962,933
Net assets (BOY)
$3,579,351

Income & contributions

Participant contributions
$226,923
Total contributions
$226,923
Total income / additions
$891,697

Expenses & distributions

Benefits paid
$484,492
Administrative expenses
$23,623
Total expenses
$508,115
Net increase / (decrease)
$383,582

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$12,426$02023
Tpa At Time Of Fee WithdrawlTPA$2,160not reported in the loaded dataset2023

Related Form 5500 pages