Aspentech 401(K) Savings Plan — Form 5500 plan (Aspentech Corporation)
Plain-English plan 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, Aspentech 401(K) Savings Plan is a benefit plan reported by Aspentech Corporation under EIN 04-2739697 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,539 participants and $386,479,606 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aspentech Corporation
- EIN
- 04-2739697
- Plan number
- 001
- Plan type
- 2
- Location
- Bedford, MA
- Latest filing year
- 2023
- Participants
- 1,539
- End-of-year plan assets
- $386,479,606
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,539 | H, C | 20241015093316NAL0055379970001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $386,479,606
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $386,479,606
- Net assets (BOY)
- $244,853,157
Income & contributions
- Employer contributions
- $6,419,933
- Participant contributions
- $22,232,199
- Total contributions
- $31,912,981
- Total income / additions
- $93,554,054
Expenses & distributions
- Benefits paid
- $33,220,928
- Administrative expenses
- $77,152
- Total expenses
- $33,312,962
- Net increase / (decrease)
- $60,241,092
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiducient Advisors | CONSULTANT | $59,595 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | ACCOUNTANT/AUDITOR | $35,947 | not reported in the loaded dataset | 2023 |
| Nathan Wechsler And Company, Pa | ACCOUNTANT/AUDITOR | $27,500 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$45,889 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aspentech Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Bedford, MA
- Fiducient Advisors — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- Nathan Wechsler And Company, Pa — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation