2023 Form 5500 filing — Asm Research LLC 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 20240731121235NAL0014289939001) for Asm Research LLC 401(K) Plan, reported by Asm Research LLC under EIN 54-1385056 and plan number 002. It reports 2,496 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731121235NAL0014289939001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Asm Research LLC
- EIN
- 54-1385056
- Plan number
- 002
- Location
- Fairfax, VA
- Participants
- 2,496
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $211,329,270
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $211,329,270
- Employer contributions
- $4,623,516
- Participant contributions
- $14,125,056
- Total income / additions
- $49,457,610
- Benefits paid
- $14,705,829
- Administrative expenses
- $491,466
- Total expenses
- $15,219,627
- Net increase / (decrease)
- $34,237,983
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $289,180 | $0 |
| Lincoln Financial Advisors Corporat | INVESTMENT ADVISORY | $202,286 | $1,068 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |