Ascot 401(K) Retirement Plan — Form 5500 plan (Ascot Us Holding Corporation)
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, Ascot 401(K) Retirement Plan is a benefit plan reported by Ascot Us Holding Corporation under EIN 82-2798478 and plan number 001. The latest loaded filing year is 2023. The filing reports 486 participants and $49,497,237 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ascot Us Holding Corporation
- EIN
- 82-2798478
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 486
- End-of-year plan assets
- $49,497,237
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 486 | H, C | 20241015112244NAL0016222083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,497,237
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,497,237
- Net assets (BOY)
- $33,529,736
Income & contributions
- Employer contributions
- $4,392,396
- Participant contributions
- $6,334,067
- Total contributions
- $14,242,980
- Total income / additions
- $20,075,658
Expenses & distributions
- Benefits paid
- $3,947,671
- Administrative expenses
- $158,129
- Total expenses
- $4,108,157
- Net increase / (decrease)
- $15,967,501
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $158,101 | $0 | 2023 |
| Alera Investment Advisors, LLC | INVESTMENT ADVISORY | $0 | $91,450 | 2023 |