2023 Form 5500 filing — Astc Employee 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240722112205NAL0016180624001) for Astc Employee 401(K) Plan, reported by Applications Software Technology LLC under EIN 36-4038140 and plan number 001. It reports 403 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240722112205NAL0016180624001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Applications Software Technology LLC
- EIN
- 36-4038140
- Plan number
- 001
- Location
- Lisle, IL
- Participants
- 403
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,894,698
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,894,698
- Employer contributions
- $1,615,832
- Participant contributions
- $3,951,835
- Total income / additions
- $12,854,900
- Benefits paid
- $3,852,384
- Administrative expenses
- $102,479
- Total expenses
- $3,954,863
- Net increase / (decrease)
- $8,900,037
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $49,052 | $0 |
| Creative Planning LLC | ADVISOR | $32,777 | not reported in the loaded dataset |
| Lockton Financial Advisors LLC | ADVISOR | $20,649 | not reported in the loaded dataset |