Plan5500

Aspire Employees' Retirement Plan — Form 5500 plan (Aspire Of Western New York, Inc.)

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, Aspire Employees' Retirement Plan is a benefit plan reported by Aspire Of Western New York, Inc. under EIN 16-0757756 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,023 participants and $33,829,567 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aspire Of Western New York, Inc.
EIN
16-0757756
Plan number
003
Plan type
2
Location
Getzville, NY
Latest filing year
2023
Participants
2,023
End-of-year plan assets
$33,829,567

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,023H, C20241012114216NAL0047511810003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,829,567
Net assets (EOY)
$33,829,567
Net assets (BOY)
$31,455,679

Income & contributions

Employer contributions
$467,887
Participant contributions
$889,537
Total contributions
$1,367,855
Total income / additions
$3,235,492

Expenses & distributions

Benefits paid
$821,889
Administrative expenses
$39,715
Total expenses
$861,604
Net increase / (decrease)
$2,373,888

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valic Retirement Services CompanyNONE$39,328$02023
Axa Equitable Life Insurance Co.NONE$491$30,4402023

Related Form 5500 pages