Aesculapian Management Company, LLC 401(K) Plan — Form 5500 plan (Aesculapian Management Company, 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, Aesculapian Management Company, LLC 401(K) Plan is a benefit plan reported by Aesculapian Management Company, LLC under EIN 59-3744992 and plan number 001. The latest loaded filing year is 2023. The filing reports 900 participants and $61,630,337 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aesculapian Management Company, LLC
EIN
59-3744992
Plan number
001
Plan type
2
Location
Sarasota, FL
Latest filing year
2023
Participants
900
End-of-year plan assets
$61,630,337

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023900H, C20241015080130NAL0014219635001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$61,630,337
Total liabilities (EOY)
$0
Net assets (EOY)
$61,630,337
Net assets (BOY)
$52,617,473

Income & contributions

Employer contributions
$1,814,447
Participant contributions
$3,667,688
Total contributions
$5,688,802
Total income / additions
$14,406,164

Expenses & distributions

Benefits paid
$5,156,086
Administrative expenses
$237,214
Total expenses
$5,393,300
Net increase / (decrease)
$9,012,864

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$218,814$02023
Ameriprise Financial ServicesNONE$0$114,7652023
Kb Pension ServicesTPA$18,400not reported in the loaded dataset2023

Related Form 5500 pages