Aspeq 401(K) Savings Plan — Form 5500 plan (Aspeq Heating Group 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, Aspeq 401(K) Savings Plan is a benefit plan reported by Aspeq Heating Group LLC under EIN 47-4333733 and plan number 002. The latest loaded filing year is 2023. The filing reports 508 participants and $21,447,001 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aspeq Heating Group LLC
- EIN
- 47-4333733
- Plan number
- 002
- Plan type
- 2
- Location
- St Louis, MO
- Latest filing year
- 2023
- Participants
- 508
- End-of-year plan assets
- $21,447,001
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 508 | H, C | 20241231095527NAL0018186929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,447,001
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,447,001
- Net assets (BOY)
- $17,216,534
Income & contributions
- Employer contributions
- $759,999
- Participant contributions
- $1,421,483
- Total contributions
- $2,383,097
- Total income / additions
- $5,461,259
Expenses & distributions
- Benefits paid
- $1,133,169
- Administrative expenses
- $97,623
- Total expenses
- $1,230,792
- Net increase / (decrease)
- $4,230,467
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Consulting Group | NONE | $54,112 | not reported in the loaded dataset | 2023 |
| Fiduciary Advisors | NONE | $28,124 | not reported in the loaded dataset | 2023 |
| Matrix Finanical Solutions, Inc. | TRUSTEE | $15,387 | not reported in the loaded dataset | 2023 |