Ashp Savings & Investment Plan — Form 5500 plan (American Society Of Health System Pharmacists)
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, Ashp Savings & Investment Plan is a benefit plan reported by American Society Of Health System Pharmacists under EIN 52-0807628 and plan number 002. The latest loaded filing year is 2023. The filing reports 259 participants and $88,160,282 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Society Of Health System Pharmacists
- EIN
- 52-0807628
- Plan number
- 002
- Plan type
- 2
- Location
- Bethesda, MD
- Latest filing year
- 2023
- Participants
- 259
- End-of-year plan assets
- $88,160,282
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 259 | H, C | 20240730093222NAL0033815216001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,160,282
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,160,282
- Net assets (BOY)
- $74,472,838
Income & contributions
- Employer contributions
- $2,343,099
- Participant contributions
- $2,529,220
- Total contributions
- $5,258,196
- Total income / additions
- $18,525,272
Expenses & distributions
- Benefits paid
- $4,749,808
- Administrative expenses
- $88,020
- Total expenses
- $4,837,828
- Net increase / (decrease)
- $13,687,444
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Grp LLC | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $43,300 | $0 | 2023 |