T.L. Ashford & Associates 401(K) Plan — Form 5500 plan (T.L. Ashford & Associates)
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, T.L. Ashford & Associates 401(K) Plan is a benefit plan reported by T.L. Ashford & Associates under EIN 31-1068917 and plan number 001. The latest loaded filing year is 2023. The filing reports 15 participants and $5,836,910 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- T.L. Ashford & Associates
- EIN
- 31-1068917
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Mitchell, KY
- Latest filing year
- 2023
- Participants
- 15
- End-of-year plan assets
- $5,836,910
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15 | I | 20241018114817NAL0032817105001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,836,910
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,836,910
- Net assets (BOY)
- $4,692,045
Income & contributions
- Employer contributions
- $52,559
- Participant contributions
- $123,420
- Total income / additions
- $1,165,485
Expenses & distributions
- Benefits paid
- $20,501
- Administrative expenses
- $119
- Total expenses
- $20,620
- Net increase / (decrease)
- $1,144,865
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.