Astc Employee 401(K) Plan — Form 5500 plan (Applications Software Technology 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, Astc Employee 401(K) Plan is a benefit plan reported by Applications Software Technology LLC under EIN 36-4038140 and plan number 001. The latest loaded filing year is 2023. The filing reports 403 participants and $42,894,698 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Applications Software Technology LLC
EIN
36-4038140
Plan number
001
Plan type
2
Location
Lisle, IL
Latest filing year
2023
Participants
403
End-of-year plan assets
$42,894,698

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023403H, C20240722112205NAL0016180624001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,894,698
Total liabilities (EOY)
$0
Net assets (EOY)
$42,894,698
Net assets (BOY)
$33,994,661

Income & contributions

Employer contributions
$1,615,832
Participant contributions
$3,951,835
Total contributions
$6,622,782
Total income / additions
$12,854,900

Expenses & distributions

Benefits paid
$3,852,384
Administrative expenses
$102,479
Total expenses
$3,954,863
Net increase / (decrease)
$8,900,037

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$49,052$02023
Creative Planning LLCADVISOR$32,777not reported in the loaded dataset2023
Lockton Financial Advisors LLCADVISOR$20,649not reported in the loaded dataset2023

Related Form 5500 pages