Ashford Advisors LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Ashford Advisors LLC)
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, Ashford Advisors LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Ashford Advisors LLC under EIN 16-1595507 and plan number 001. The latest loaded filing year is 2023. The filing reports 9 participants and $1,345,138 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ashford Advisors LLC
- EIN
- 16-1595507
- Plan number
- 001
- Plan type
- 2
- Location
- Pittsford, NY
- Latest filing year
- 2023
- Participants
- 9
- End-of-year plan assets
- $1,345,138
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9 | I | 20240612140320NAL0013880979001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,345,138
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,345,138
- Net assets (BOY)
- $983,402
Income & contributions
- Employer contributions
- $34,810
- Participant contributions
- $70,521
- Total income / additions
- $362,350
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $614
- Total expenses
- $614
- Net increase / (decrease)
- $361,736
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.