2023 Form 5500 filing — Aspen Heights 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 20250129182121NAL0008908371001) for Aspen Heights 401(K) Plan, reported by Brg Management, Inc. under EIN 26-2458511 and plan number 001. It reports 201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250129182121NAL0008908371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brg Management, Inc.
- EIN
- 26-2458511
- Plan number
- 001
- Location
- Austin, TX
- Participants
- 201
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,958,372
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,958,372
- Employer contributions
- $141,264
- Participant contributions
- $443,808
- Total income / additions
- $1,749,686
- Benefits paid
- $1,236,405
- Administrative expenses
- $20,888
- Total expenses
- $1,260,207
- Net increase / (decrease)
- $489,479
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln Financial Advisors | INVESTMENT/FINANCIAL ADVI | $11,126 | $0 |
| Adp, Inc. | RECORD KEEPER | $9,762 | $0 |
| Adp, Inc. | RECORD KEEPER | $9,761 | $0 |