Aspida Financial Services, LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Aspida Financial Services, 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, Aspida Financial Services, LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Aspida Financial Services, LLC under EIN 47-4223933 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $12,208,990 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aspida Financial Services, LLC
- EIN
- 47-4223933
- Plan number
- 001
- Plan type
- 2
- Location
- Durham, NC
- Latest filing year
- 2023
- Participants
- 195
- End-of-year plan assets
- $12,208,990
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 195 | H, C | 20250325083654NAL0028533202001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,208,990
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,208,990
- Net assets (BOY)
- $12,546,148
Income & contributions
- Employer contributions
- $801,660
- Participant contributions
- $1,406,193
- Total contributions
- $2,318,311
- Total income / additions
- $4,324,727
Expenses & distributions
- Benefits paid
- $4,574,615
- Administrative expenses
- $74,363
- Total expenses
- $4,661,885
- Net increase / (decrease)
- -$337,158
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance | CONTRACT ADMINISTRATOR | $51,885 | $0 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $18,200 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $528 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aspida Financial Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Durham, NC
- Principal Life Insurance — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation