Ayers/Saint/Gross, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Ayers/Saint/Gross 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, Ayers/Saint/Gross, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Ayers/Saint/Gross Inc. under EIN 52-0899570 and plan number 001. The latest loaded filing year is 2023. The filing reports 292 participants and $41,049,004 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ayers/Saint/Gross Inc.
EIN
52-0899570
Plan number
001
Plan type
2
Location
Baltimore, MD
Latest filing year
2023
Participants
292
End-of-year plan assets
$41,049,004

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023292H, C20240920163112NAL0010764752001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$41,049,004
Total liabilities (EOY)
$0
Net assets (EOY)
$41,049,004
Net assets (BOY)
$35,746,099

Income & contributions

Employer contributions
$266,097
Participant contributions
$2,304,127
Total contributions
$2,852,587
Total income / additions
$9,796,421

Expenses & distributions

Benefits paid
$4,317,288
Administrative expenses
$176,228
Total expenses
$4,493,516
Net increase / (decrease)
$5,302,905

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rocaton Investment Advisors LLCNONE$43,094not reported in the loaded dataset2023
T Rowe Price Rps IncNONE$26,227$02023
Crowe LLCNONE$11,262not reported in the loaded dataset2023

Related Form 5500 pages