Ashley House 403(B) Retirement Plan — Form 5500 plan (The Ashley House)
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, Ashley House 403(B) Retirement Plan is a benefit plan reported by The Ashley House under EIN 94-3080307 and plan number 002. The latest loaded filing year is 2023. The filing reports 217 participants and $2,130,980 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Ashley House
- EIN
- 94-3080307
- Plan number
- 002
- Plan type
- 2
- Location
- Federal Way, WA
- Latest filing year
- 2023
- Participants
- 217
- End-of-year plan assets
- $2,130,980
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 217 | H, C | 20241004143348NAL0011525809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,130,980
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,130,980
- Net assets (BOY)
- $1,288,349
Income & contributions
- Employer contributions
- $280,807
- Participant contributions
- $451,535
- Total contributions
- $738,964
- Total income / additions
- $1,018,588
Expenses & distributions
- Benefits paid
- $154,982
- Administrative expenses
- $20,975
- Total expenses
- $175,957
- Net increase / (decrease)
- $842,631
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | NONE | $20,975 | $0 | 2023 |