2023 Form 5500 filing — Ashling Partners LLC 401(K) 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 20241014112540NAL0026036913001) for Ashling Partners LLC 401(K) Plan, reported by Ashling Partners LLC under EIN 82-2986155 and plan number 001. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.4MReported net assets$5,371,622
Participants194
Provider compensation$41.4K2 Schedule C row(s)$41,407
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014112540NAL0026036913001
Plan sponsor
Ashling Partners LLC
EIN
82-2986155
Plan number
001
Location
Chicago, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.4M total assets
Net assets$5.4MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$370.5K
Benefits paid / distributions$329.1K
Contributions
Employer$190.5K
Participant$1.3M
Full reported line items
Total assets (EOY)
$5,371,622
Total liabilities (EOY)
$0
Net assets (EOY)
$5,371,622
Employer contributions
$190,525
Participant contributions
$1,286,668
Total income / additions
$2,177,724
Benefits paid
$329,130
Administrative expenses
$41,407
Total expenses
$370,537
Net increase / (decrease)
$1,807,187
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $26K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $15.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014112540NAL0026036913001 cover?
It is the 2023 Form 5500 filing for Ashling Partners LLC 401(K) Plan, reported by Ashling Partners LLC (EIN 82-2986155).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages