Aso Retirement Plan — Form 5500 plan (Administrative Services Only)
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, Aso Retirement Plan is a benefit plan reported by Administrative Services Only under EIN 11-2995970 and plan number 001. The latest loaded filing year is 2023. The filing reports 89 participants and $10,863,369 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Administrative Services Only
- EIN
- 11-2995970
- Plan number
- 001
- Plan type
- 2
- Location
- Lynbrook, NY
- Latest filing year
- 2023
- Participants
- 89
- End-of-year plan assets
- $10,863,369
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 89 | I | 20241011080955NAL0038160880001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $10,863,369
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,863,369
- Net assets (BOY)
- $8,866,762
Income & contributions
- Employer contributions
- $58,128
- Participant contributions
- $287,057
- Total income / additions
- $2,064,882
Expenses & distributions
- Benefits paid
- $57,318
- Administrative expenses
- $1,425
- Total expenses
- $68,275
- Net increase / (decrease)
- $1,996,607
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.