Plan5500

Aspiranet 403(B) Plan — Form 5500 plan (Aspiranet)

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, Aspiranet 403(B) Plan is a benefit plan reported by Aspiranet under EIN 94-2442955 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,330 participants and $14,808,854 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aspiranet
EIN
94-2442955
Plan number
002
Plan type
2
Location
South San Francisco, CA
Latest filing year
2023
Participants
1,330
End-of-year plan assets
$14,808,854

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,330H, C20241113143716NAL0028584160001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,808,854
Total liabilities (EOY)
$0
Net assets (EOY)
$14,808,854
Net assets (BOY)
$11,381,621

Income & contributions

Employer contributions
$873,224
Participant contributions
$1,297,781
Total contributions
$2,210,827
Total income / additions
$4,284,878

Expenses & distributions

Benefits paid
$832,307
Administrative expenses
$25,338
Total expenses
$857,645
Net increase / (decrease)
$3,427,233

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nfp Retirement, IncFINANCIAL ADVISOR$51,734not reported in the loaded dataset2023
Ascensus, LLCTHIRD PARTY ADMINISTRATOR$25,536not reported in the loaded dataset2023
Variable Annuity Life Insurance ComNONE$3,709not reported in the loaded dataset2023

Related Form 5500 pages