Plan5500

Ashley, Inc. Retirement Plan — Form 5500 plan (Ashley, 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, Ashley, Inc. Retirement Plan is a benefit plan reported by Ashley, Inc. under EIN 52-1126145 and plan number 002. The latest loaded filing year is 2023. The filing reports 410 participants and $19,875,113 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ashley, Inc.
EIN
52-1126145
Plan number
002
Plan type
2
Location
Havre De Grace, MD
Latest filing year
2023
Participants
410
End-of-year plan assets
$19,875,113

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023410H, C20250415100521NAL0001371459001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,875,113
Total liabilities (EOY)
$0
Net assets (EOY)
$19,875,113
Net assets (BOY)
$17,658,562

Income & contributions

Employer contributions
$891,830
Participant contributions
$1,286,855
Total contributions
$2,192,436
Total income / additions
$4,554,404

Expenses & distributions

Benefits paid
$2,280,543
Administrative expenses
$57,310
Total expenses
$2,337,853
Net increase / (decrease)
$2,216,551

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement ServicesRECORDKEEPER$57,310not reported in the loaded dataset2023
Mg Trust Company Dba Matrix Trust CCUSTODIAN/RECORDKEEPER$0$02023

Related Form 5500 pages