2023 Form 5500 filing — Aesop Intermediate, 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 20241220123910NAL0009628896001) for Aesop Intermediate, LLC 401(K) Plan, reported by Aesop Intermediate, LLC under EIN 86-2121661 and plan number 001. It reports 766 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)$4.8MReported net assets$4,819,944
Participants766
Provider compensation$25.7K2 Schedule C row(s)$25,693
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241220123910NAL0009628896001
Plan sponsor
Aesop Intermediate, LLC
EIN
86-2121661
Plan number
001
Location
Kansas City, MO
Received date
not reported in the loaded dataset
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)$4.8M total assets
Net assets$4.8MLiabilities
Money in vs. money out
Total income / additions$2.2M
Total expenses$464.1K
Benefits paid / distributions$418.6K
Contributions
Employer$412.8K
Participant$1.2M
Full reported line items
Total assets (EOY)
$4,819,944
Net assets (EOY)
$4,819,944
Employer contributions
$412,759
Participant contributions
$1,176,799
Total income / additions
$2,190,736
Benefits paid
$418,620
Administrative expenses
$23,912
Total expenses
$464,081
Net increase / (decrease)
$1,726,655

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance CompanyRECORDKEEPER$21,318$0
Nova 401(K) AssociatesCONTRACT ADMIN$2,594$1,781

Related Form 5500 pages