Plan5500

Aspida Financial Services, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Aspida Financial Services, LLC (EIN 47-4223933) is a plan sponsor located in Durham, NC with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
47-4223933
Location
Durham, NC
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.2MSummed across loaded plans$12,208,990
Total reported assets$12.2M$12,208,990
Total reported participants321
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12.2M total assets
Net assets$12.2MLiabilities$0
Contributions & income
Employer contributions$801.7K
Participant contributions$1.4M
Total income / additions$4.3M
Expenses & distributions
Benefits paid / distributions$4.6M
Total expenses$4.7M
Net increase / (decrease)-$337.2K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Aspida Financial Services, LLC 401(K) Profit Sharing Plan And Trust
Participants per plan161Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Aspida Financial Services, LLC 401(K) Profit Sharing Plan And Trust$12.2M
    Plan #001 · 195 participants · 2023
  2. 2
    Aspida Financial Services, LLC Employee Benefits Plannot reported in the loaded dataset
    Plan #506 · 126 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Aspida Financial Services, LLC
YearPlanParticipantsSchedulesFiling
2023Aspida Financial Services, LLC Employee Benefits Plan126—20240916154823NAL0001692609001
2023Aspida Financial Services, LLC 401(K) Profit Sharing Plan And Trust195H, C20250325083654NAL0028533202001

Related Form 5500 pages