2023 Form 5500 filing — Astm Tax Sheltered 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 20241011140112NAL0038944672001) for Astm Tax Sheltered Savings Plan, reported by American Society For Testing And Materials under EIN 23-1352024 and plan number 003. It reports 367 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011140112NAL0038944672001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Society For Testing And Materials
- EIN
- 23-1352024
- Plan number
- 003
- Location
- West Conshohocken, PA
- Participants
- 367
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,398,823
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,398,823
- Employer contributions
- $1,416,582
- Participant contributions
- $2,863,614
- Total income / additions
- $14,224,025
- Benefits paid
- $5,522,323
- Administrative expenses
- $22,816
- Total expenses
- $5,545,139
- Net increase / (decrease)
- $8,678,886
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $20,760 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $2,056 | $0 |