Original filing (PDF)20250730094818NAL0002227923001

ASPERMONT SMALL BUSINESS DEVEL

Name: ASPERMONT SMALL BUSINESS DEVEL — 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ASPERMONT SMALL BUSINESS DEVELOPMENT CENTER, INC., Form 5500 (2024)
Creator: ASPERMONT SMALL BUSINESS DEVEL

Form 5500-SF

FILING_RECEIVED

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ASPERMONT SMALL BUSINESS DEVELOPMENT CENTER, INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$252K

Net assets (EOY)

$252K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASPERMONT SMALL BUSINESS DEVEL.

Plan sponsor

Name

ASPERMONT SMALL BUSINESS DEVEL

EIN

75-1218257

Address

9660 US HIGHWAY 83 S · ASPERMONT, TX · 795022220

Phone

(940) 989-3538

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2E · Profit-sharing

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Commercial Banking plans

PUSH CASH INC.

PUSH CASH INC. 401(K) PLAN

$250K · 5 participants

FIRST COMMERCIAL BANK

FIRST COMMERCIAL BANK 401(K) RETIREMENT SAVINGS PLAN

$255K · 8 participants

EVERMORE BANK

EVERMORE BANK 401(K) PLAN

$256K · 27 participants

ELYSIAN BANK

ELYSIAN BANK 401(K) PLAN

$248K · 16 participants

LAURITZEN CORPORATION

BANKERS PENSION PLAN AND TRUST, 1975

$257K