Aspirant, Inc. — 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, Aspirant, Inc. (EIN 87-4144306) is a plan sponsor located in Louisville, KY 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
87-4144306
Location
Louisville, KY
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Aspirant, Inc.

  • 2 loaded plans hold $1.4M in reported assets.
  • The largest, Aspirant, Inc. Employee Stock Ownership Plan, holds 100% of this company's reported plan assets.
  • Plans cover 141 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.4MSummed across loaded plans$1,440,000
Total reported assets$1.4M$1,440,000
Total reported participants141
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.4M total assets
Net assets$1.4MLiabilities
Contributions & income
Total income / additions$515K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$515K

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%Aspirant, Inc. Employee Stock Ownership Plan
Participants per plan71Average 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
    Plan #002 · 68 participants · 2023
  2. 2
    Aspirant, Inc.not reported in the loaded dataset
    Plan #502 · 73 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Aspirant, Inc.. Open one for its full reported snapshot.

  1. 2023
    Aspirant, Inc.73 participants · 2Sch C
    View filing →
  2. 2023
    Aspirant, Inc. Employee Stock Ownership Plan68 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Aspirant, Inc. report on Form 5500?
Aspirant, Inc. (EIN 87-4144306) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Aspirant, Inc.?
The Employer Identification Number (EIN) reported for Aspirant, Inc. is 87-4144306.
What is the latest Form 5500 filing year for Aspirant, Inc.?
The latest loaded Form 5500 filing year for Aspirant, Inc. is 2023.

Related Form 5500 pages