Aspect Consulting, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Aspect Consulting, 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, Aspect Consulting, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Aspect Consulting, LLC under EIN 91-2149055 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aspect Consulting, LLC
- EIN
- 91-2149055
- Plan number
- 001
- Plan type
- 2
- Location
- Bainbridge Island, WA
- Latest filing year
- 2023
- Participants
- 155
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 155 | H, C | 20241115154013NAL0000930881001 |
| 2023 | 155 | H, C | 20241015153156NAL0016760883003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,104,951
- Net assets (EOY)
- $19,104,951
- Net assets (BOY)
- $17,397,907
Income & contributions
- Employer contributions
- $401,642
- Participant contributions
- $1,356,615
- Total contributions
- $1,979,184
- Total income / additions
- $5,261,065
Expenses & distributions
- Benefits paid
- $3,497,860
- Administrative expenses
- $56,161
- Total expenses
- $3,554,021
- Net increase / (decrease)
- $1,707,044
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hightower Advisors LLC | NONE | $44,385 | $0 | 2023 |
| Empower Annuity Insurance Company | NONE | $5,476 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $2,838 | $0 | 2023 |
| Hunnex And Shoemaker Inc | NONE | $1,750 | $0 | 2023 |
| Empower Annuity Insurance Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aspect Consulting, LLC
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Bainbridge Island, WA
- Hightower Advisors LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Hunnex And Shoemaker Inc — Schedule C compensation