2023 Form 5500 filing — Aspire Employees' Retirement 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 20241012114216NAL0047511810003) for Aspire Employees' Retirement Plan, reported by Aspire Of Western New York, Inc. under EIN 16-0757756 and plan number 003. It reports 2,023 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012114216NAL0047511810003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aspire Of Western New York, Inc.
- EIN
- 16-0757756
- Plan number
- 003
- Location
- Getzville, NY
- Participants
- 2,023
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,829,567
- Net assets (EOY)
- $33,829,567
- Employer contributions
- $467,887
- Participant contributions
- $889,537
- Total income / additions
- $3,235,492
- Benefits paid
- $821,889
- Administrative expenses
- $39,715
- Total expenses
- $861,604
- Net increase / (decrease)
- $2,373,888
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Services Company | NONE | $39,328 | $0 |
| Axa Equitable Life Insurance Co. | NONE | $491 | $30,440 |