Plan5500

Astadia Incorporated 401(K) Plan — Form 5500 plan (Astadia, 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, Astadia Incorporated 401(K) Plan is a benefit plan reported by Astadia, Inc. under EIN 83-1182178 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $4,569,098 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Astadia, Inc.
EIN
83-1182178
Plan number
001
Plan type
2
Location
Lynnfield, MA
Latest filing year
2023
Participants
168
End-of-year plan assets
$4,569,098

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023168H, C20241001180918NAL0012376096001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,569,098
Total liabilities (EOY)
$10,122
Net assets (EOY)
$4,558,976
Net assets (BOY)
$3,726,060

Income & contributions

Employer contributions
$101,904
Participant contributions
$854,762
Total contributions
$1,094,837
Total income / additions
$1,782,792

Expenses & distributions

Benefits paid
$903,574
Administrative expenses
$36,180
Total expenses
$949,876
Net increase / (decrease)
$832,916

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$20,535$02023
Gallagher Fiduciary Advisors LLCADVISOR$10,107not reported in the loaded dataset2023
Maloney+Novotny LLCACCOUNTANT/AUDITOR$5,500not reported in the loaded dataset2023

Related Form 5500 pages