Astc Employee 401(K) Plan — Form 5500 plan (Applications Software Technology LLC)
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, Astc Employee 401(K) Plan is a benefit plan reported by Applications Software Technology LLC under EIN 36-4038140 and plan number 001. The latest loaded filing year is 2023. The filing reports 403 participants and $42,894,698 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Applications Software Technology LLC
- EIN
- 36-4038140
- Plan number
- 001
- Plan type
- 2
- Location
- Lisle, IL
- Latest filing year
- 2023
- Participants
- 403
- End-of-year plan assets
- $42,894,698
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 403 | H, C | 20240722112205NAL0016180624001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,894,698
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,894,698
- Net assets (BOY)
- $33,994,661
Income & contributions
- Employer contributions
- $1,615,832
- Participant contributions
- $3,951,835
- Total contributions
- $6,622,782
- Total income / additions
- $12,854,900
Expenses & distributions
- Benefits paid
- $3,852,384
- Administrative expenses
- $102,479
- Total expenses
- $3,954,863
- Net increase / (decrease)
- $8,900,037
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $49,052 | $0 | 2023 |
| Creative Planning LLC | ADVISOR | $32,777 | not reported in the loaded dataset | 2023 |
| Lockton Financial Advisors LLC | ADVISOR | $20,649 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Applications Software Technology LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Lisle, IL
- Fidelity Investments Institutional — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Lockton Financial Advisors LLC — Schedule C compensation