2023 Form 5500 filing — Ashcroft Inc. Retirement Plan For Union Employees
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 20240909185439NAL0004802081001) for Ashcroft Inc. Retirement Plan For Union Employees, reported by Ashcroft Inc. under EIN 20-3481718 and plan number 011. It reports 295 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909185439NAL0004802081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ashcroft Inc.
- EIN
- 20-3481718
- Plan number
- 011
- Location
- Stratford, CT
- Participants
- 295
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,574,806
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,574,806
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $3,749,418
- Benefits paid
- $915,733
- Administrative expenses
- $146,165
- Total expenses
- $1,061,898
- Net increase / (decrease)
- $2,687,520
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Webster Bank, N.A. | NONE | $114,976 | $0 |