2023 Form 5500 filing — Aspentech 401(K) 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 20241015093316NAL0055379970001) for Aspentech 401(K) Savings Plan, reported by Aspentech Corporation under EIN 04-2739697 and plan number 001. It reports 1,539 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093316NAL0055379970001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aspentech Corporation
- EIN
- 04-2739697
- Plan number
- 001
- Location
- Bedford, MA
- Participants
- 1,539
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $386,479,606
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $386,479,606
- Employer contributions
- $6,419,933
- Participant contributions
- $22,232,199
- Total income / additions
- $93,554,054
- Benefits paid
- $33,220,928
- Administrative expenses
- $77,152
- Total expenses
- $33,312,962
- Net increase / (decrease)
- $60,241,092
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiducient Advisors | CONSULTANT | $59,595 | not reported in the loaded dataset |
| Bdo Usa, P.C. | ACCOUNTANT/AUDITOR | $35,947 | not reported in the loaded dataset |
| Nathan Wechsler And Company, Pa | ACCOUNTANT/AUDITOR | $27,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$45,889 | $0 |