Blue Umbrella 401(K) Plan — Form 5500 plan (Advanced Systems Engineering Corporation)
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, Blue Umbrella 401(K) Plan is a benefit plan reported by Advanced Systems Engineering Corporation under EIN 54-1627376 and plan number 002. The latest loaded filing year is 2023. The filing reports 219 participants and $43,115,615 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advanced Systems Engineering Corporation
- EIN
- 54-1627376
- Plan number
- 002
- Plan type
- 2
- Location
- Reston, VA
- Latest filing year
- 2023
- Participants
- 219
- End-of-year plan assets
- $43,115,615
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H, C | 20241015162848NAL0029107361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,115,615
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,115,615
- Net assets (BOY)
- $36,776,987
Income & contributions
- Employer contributions
- $1,995,063
- Participant contributions
- $2,127,501
- Total contributions
- $5,304,117
- Total income / additions
- $11,219,373
Expenses & distributions
- Benefits paid
- $4,744,832
- Administrative expenses
- $134,961
- Total expenses
- $4,880,745
- Net increase / (decrease)
- $6,338,628
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $134,961 | $0 | 2023 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY | $0 | $67,114 | 2023 |
| Matthews, Carter & Boyce | ACCOUNTANT | $0 | $20,000 | 2023 |
| Uniglobal Pension Planning, Inc. | OTHER SERVICES | $0 | $17,640 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Advanced Systems Engineering Corporation
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Reston, VA
- Principal Life Insurance Company — Schedule C compensation
- Kestra Advisory Services, LLC — Schedule C compensation
- Matthews, Carter & Boyce — Schedule C compensation
- Uniglobal Pension Planning, Inc. — Schedule C compensation