2023 Form 5500 filing — Ashton Woods Homes Retirement Savings 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 20241011083610NAL0021532737001) for Ashton Woods Homes Retirement Savings Plan, reported by Ashton Woods Usa, LLC. under EIN 37-1590746 and plan number 001. It reports 1,441 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011083610NAL0021532737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ashton Woods Usa, LLC.
- EIN
- 37-1590746
- Plan number
- 001
- Location
- Alpharetta, GA
- Participants
- 1,441
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $97,110,810
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $97,110,810
- Employer contributions
- $3,452,886
- Participant contributions
- $9,356,344
- Total income / additions
- $27,199,766
- Benefits paid
- $7,782,703
- Administrative expenses
- $126,757
- Total expenses
- $7,896,588
- Net increase / (decrease)
- $19,303,178
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Investment S | SERVICE PROVIDER | $75,000 | not reported in the loaded dataset |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $30,623 | not reported in the loaded dataset |
| Windham Brannon | SERVICE PROVIDER | $16,000 | not reported in the loaded dataset |
| Morningstar | SERVICE PROVIDER | $0 | $13,964 |
| Morningstar Investment Management | SERVICE PROVIDER | $5,134 | not reported in the loaded dataset |