Aesop Intermediate, LLC 401(K) Plan — Form 5500 plan (Aesop Intermediate, 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, Aesop Intermediate, LLC 401(K) Plan is a benefit plan reported by Aesop Intermediate, LLC under EIN 86-2121661 and plan number 001. The latest loaded filing year is 2023. The filing reports 766 participants and $4,819,944 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.8MPlan net assets, end of year$4,819,944
Participants766Covered participants reported
Assets / participant$6.3KComputed: assets ÷ participants$6,292 (computed)
Provider compensation$25.7K2 Schedule C provider row(s)$25,693
- Plan sponsor
- Aesop Intermediate, LLC
- EIN
- 86-2121661
- Plan number
- 001
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 766 | H, C | 20241220123910NAL0009628896001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4.8M total assets
Net assets$4.8MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $4,819,944
- Net assets (EOY)
- $4,819,944
- Net assets (BOY)
- $3,093,289
Income & contributions
- Employer contributions
- $412,759
- Participant contributions
- $1,176,799
- Total contributions
- $1,589,558
- Total income / additions
- $2,190,736
Expenses & distributions
- Benefits paid
- $418,620
- Administrative expenses
- $23,912
- Total expenses
- $464,081
- Net increase / (decrease)
- $1,726,655
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
26%74%
Employer 26%Participant 74%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $21,318 | $0 | 2023 |
| Nova 401(K) Associates | CONTRACT ADMIN | $2,594 | $1,781 | 2023 |