2023 Form 5500 filing — Ascot Enterprises, Inc. 401(K) Savings Plan And Trust
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 20241007105614NAL0027267696001) for Ascot Enterprises, Inc. 401(K) Savings Plan And Trust, reported by Ascot Enterprises, Inc. under EIN 35-1381338 and plan number 001. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007105614NAL0027267696001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ascot Enterprises, Inc.
- EIN
- 35-1381338
- Plan number
- 001
- Location
- Nappanee, IN
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,962,933
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,962,933
- Participant contributions
- $226,923
- Total income / additions
- $891,697
- Benefits paid
- $484,492
- Administrative expenses
- $23,623
- Total expenses
- $508,115
- Net increase / (decrease)
- $383,582
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $12,426 | $0 |
| Tpa At Time Of Fee Withdrawl | TPA | $2,160 | not reported in the loaded dataset |