Plan5500

Inizio Employee Savings Plan — Form 5500 plan (Ashfield Healthcare Comm.)

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, Inizio Employee Savings Plan is a benefit plan reported by Ashfield Healthcare Comm. under EIN 20-8512445 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,175 participants and $106,845,841 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ashfield Healthcare Comm.
EIN
20-8512445
Plan number
001
Plan type
2
Location
Fort Washington, PA
Latest filing year
2023
Participants
1,175
End-of-year plan assets
$106,845,841

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,175H, C20241011124148NAL0010917747001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$106,845,841
Total liabilities (EOY)
$0
Net assets (EOY)
$106,845,841
Net assets (BOY)
$81,031,712

Income & contributions

Employer contributions
$5,310,870
Participant contributions
$9,784,445
Total contributions
$17,040,032
Total income / additions
$34,825,363

Expenses & distributions

Benefits paid
$8,745,177
Administrative expenses
$203,103
Total expenses
$8,962,149
Net increase / (decrease)
$25,863,214

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement PartnersINVESTMENT/FINANCIAL ADVI$193,877$02023
Adp, Inc.RECORD KEEPER$9,225$02023
Adp Broker-DealerRECORD KEEPER$0$02023
Morningstar Retirement ManagerINVESTMENT MANAGER$0$02023

Related Form 5500 pages