Plan5500

Asm Affiliates Employee Stock Ownership Plan — Form 5500 plan (Asm Affiliates, 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, Asm Affiliates Employee Stock Ownership Plan is a benefit plan reported by Asm Affiliates, Inc under EIN 95-3163341 and plan number 002. The latest loaded filing year is 2023. The filing reports 130 participants and $6,326,266 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Asm Affiliates, Inc
EIN
95-3163341
Plan number
002
Plan type
2
Location
Carlsbad, CA
Latest filing year
2023
Participants
130
End-of-year plan assets
$6,326,266

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023130H, C20250121144146NAL0003172273001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,326,266
Total liabilities (EOY)
$0
Net assets (EOY)
$6,326,266
Net assets (BOY)
$6,891,189

Income & contributions

Employer contributions
$348,000
Total contributions
$348,000
Total income / additions
-$227,627

Expenses & distributions

Benefits paid
$291,313
Administrative expenses
$45,983
Total expenses
$337,296
Net increase / (decrease)
-$564,923

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gatto PopeACCOUNTANT$18,224not reported in the loaded dataset2023
Stout Risius RossVALUATION SERVICES$13,910not reported in the loaded dataset2023
PrincipalPLAN ADMINISTRATOR$13,848not reported in the loaded dataset2023

Related Form 5500 pages