Aspen Manufacturing LLC 401(K) P — Form 5500 plan (Aspen Manufacturing 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, Aspen Manufacturing LLC 401(K) P is a benefit plan reported by Aspen Manufacturing LLC under EIN 45-3120278 and plan number 003. The latest loaded filing year is 2023. The filing reports 204 participants and $4,883,530 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aspen Manufacturing LLC
- EIN
- 45-3120278
- Plan number
- 003
- Plan type
- 2
- Location
- Humble, TX
- Latest filing year
- 2023
- Participants
- 204
- End-of-year plan assets
- $4,883,530
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 204 | H, C | 20240913113938NAL0011604545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,883,530
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,883,530
- Net assets (BOY)
- $4,841,148
Income & contributions
- Employer contributions
- $216,186
- Participant contributions
- $348,479
- Total contributions
- $656,220
- Total income / additions
- $1,397,136
Expenses & distributions
- Benefits paid
- $1,338,651
- Administrative expenses
- $15,455
- Total expenses
- $1,354,754
- Net increase / (decrease)
- $42,382
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Service | INVESTMENT/FINANCIAL ADVI | $13,233 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $2,221 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |