2023 Form 5500 filing — Aspect Consulting, LLC 401(K) Profit Sharing 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 20241115154013NAL0000930881001) for Aspect Consulting, LLC 401(K) Profit Sharing Plan, reported by Aspect Consulting, LLC under EIN 91-2149055 and plan number 001. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241115154013NAL0000930881001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aspect Consulting, LLC
- EIN
- 91-2149055
- Plan number
- 001
- Location
- Bainbridge Island, WA
- Participants
- 155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,104,951
- Net assets (EOY)
- $19,104,951
- Employer contributions
- $401,642
- Participant contributions
- $1,356,615
- Total income / additions
- $5,261,065
- Benefits paid
- $3,497,860
- Administrative expenses
- $56,161
- Total expenses
- $3,554,021
- Net increase / (decrease)
- $1,707,044
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hightower Advisors LLC | NONE | $44,385 | $0 |
| Empower Annuity Insurance Company | NONE | $5,476 | $0 |
| Empower Advisory Group, LLC | NONE | $2,838 | $0 |
| Hunnex And Shoemaker Inc | NONE | $1,750 | $0 |
| Empower Annuity Insurance Company | NONE | $0 | $0 |