Asm Research LLC 401(K) Plan — Form 5500 plan (Asm Research 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, Asm Research LLC 401(K) Plan is a benefit plan reported by Asm Research LLC under EIN 54-1385056 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,496 participants and $211,329,270 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Asm Research LLC
- EIN
- 54-1385056
- Plan number
- 002
- Plan type
- 2
- Location
- Fairfax, VA
- Latest filing year
- 2023
- Participants
- 2,496
- End-of-year plan assets
- $211,329,270
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,496 | H, C | 20240731121235NAL0014289939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $211,329,270
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $211,329,270
- Net assets (BOY)
- $177,091,287
Income & contributions
- Employer contributions
- $4,623,516
- Participant contributions
- $14,125,056
- Total contributions
- $19,769,521
- Total income / additions
- $49,457,610
Expenses & distributions
- Benefits paid
- $14,705,829
- Administrative expenses
- $491,466
- Total expenses
- $15,219,627
- Net increase / (decrease)
- $34,237,983
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $289,180 | $0 | 2023 |
| Lincoln Financial Advisors Corporat | INVESTMENT ADVISORY | $202,286 | $1,068 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Asm Research LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Fairfax, VA
- Principal Life Insurance Company — Schedule C compensation
- Lincoln Financial Advisors Corporat — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation