2023 Form 5500 filing — Asm Affiliates Employee Stock Ownership 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 20250121144146NAL0003172273001) for Asm Affiliates Employee Stock Ownership Plan, reported by Asm Affiliates, Inc under EIN 95-3163341 and plan number 002. It reports 130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250121144146NAL0003172273001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Asm Affiliates, Inc
- EIN
- 95-3163341
- Plan number
- 002
- Location
- Carlsbad, CA
- Participants
- 130
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,326,266
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,326,266
- Employer contributions
- $348,000
- Total income / additions
- -$227,627
- Benefits paid
- $291,313
- Administrative expenses
- $45,983
- Total expenses
- $337,296
- Net increase / (decrease)
- -$564,923
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gatto Pope | ACCOUNTANT | $18,224 | not reported in the loaded dataset |
| Stout Risius Ross | VALUATION SERVICES | $13,910 | not reported in the loaded dataset |
| Principal | PLAN ADMINISTRATOR | $13,848 | not reported in the loaded dataset |