Asbury Communities, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Asbury Communities, 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, Asbury Communities, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Asbury Communities, Inc. under EIN 52-1862677 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,664 participants and $88,426,007 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Asbury Communities, Inc.
- EIN
- 52-1862677
- Plan number
- 003
- Plan type
- 2
- Location
- Frederick, MD
- Latest filing year
- 2023
- Participants
- 3,664
- End-of-year plan assets
- $88,426,007
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,664 | H, C | 20241014050156NAL0014556115001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,426,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,426,007
- Net assets (BOY)
- $74,337,879
Income & contributions
- Employer contributions
- $3,501,717
- Participant contributions
- $6,589,200
- Total contributions
- $11,004,927
- Total income / additions
- $22,789,529
Expenses & distributions
- Benefits paid
- $8,452,852
- Administrative expenses
- $248,094
- Total expenses
- $8,701,401
- Net increase / (decrease)
- $14,088,128
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $248,094 | $8,440 | 2023 |
| Morgan Stanley | OTHER SERVICES | $0 | $102,050 | 2023 |
| Cliftonlarsonallen Llp | ACCOUNTANT | $0 | $17,850 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Asbury Communities, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Frederick, MD
- Principal Life Insurance Company — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation