Aspire Allergy & Sinus 401(K) Plan — Form 5500 plan (Aspire Allergy & Sinus)
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, Aspire Allergy & Sinus 401(K) Plan is a benefit plan reported by Aspire Allergy & Sinus under EIN 46-2952579 and plan number 001. The latest loaded filing year is 2023. The filing reports 403 participants and $10,195,695 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aspire Allergy & Sinus
- EIN
- 46-2952579
- Plan number
- 001
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 403
- End-of-year plan assets
- $10,195,695
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 403 | H, C | 20241014163002NAL0054436498001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,195,695
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,195,695
- Net assets (BOY)
- $7,827,457
Income & contributions
- Employer contributions
- $406,461
- Participant contributions
- $860,289
- Total contributions
- $1,314,398
- Total income / additions
- $3,258,976
Expenses & distributions
- Benefits paid
- $855,200
- Administrative expenses
- $36,692
- Total expenses
- $891,892
- Net increase / (decrease)
- $2,367,084
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Equitable | RECORD-KEEPER | $38,832 | $22,320 | 2023 |