Aspire Indiana Employer Sponsored 403b Plan — Form 5500 plan (Aspire Indiana 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 Indiana Employer Sponsored 403b Plan is a benefit plan reported by Aspire Indiana Inc. under EIN 35-1341204 and plan number 002. The latest loaded filing year is 2023. The filing reports 738 participants and $27,316,267 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aspire Indiana Inc.
- EIN
- 35-1341204
- Plan number
- 002
- Plan type
- 2
- Location
- Noblesville, IN
- Latest filing year
- 2023
- Participants
- 738
- End-of-year plan assets
- $27,316,267
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 738 | H, C | 20250226100710NAL0000411043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,316,267
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,316,267
- Net assets (BOY)
- $25,434,862
Income & contributions
- Employer contributions
- $884,287
- Participant contributions
- $1,579,779
- Total contributions
- $2,482,524
- Total income / additions
- $5,376,261
Expenses & distributions
- Benefits paid
- $3,464,557
- Administrative expenses
- $6,593
- Total expenses
- $3,494,856
- Net increase / (decrease)
- $1,881,405
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $7,763 | $0 | 2023 |