Original filing (PDF)20240606185929NAL0012107315001

ASHTON-PHILLIPS INSURANCE SERVICES, INC.

Name: ASHTON-PHILLIPS INSURANCE SERVICES, INC. — ASHTON-PHILLIPS INSURANCE SERVICES,INC. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: ASHTON-PHILLIPS INSURANCE SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

ASHTON-PHILLIPS INSURANCE SERVICES,INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

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 ASHTON-PHILLIPS INSURANCE SERVICES, INC..

Plan sponsor

Name

ASHTON-PHILLIPS INSURANCE SERVICES, INC.

EIN

95-3995716

Address

1801 CENTURY PARK EAST 24TH FLOOR · LOS ANGELES, CA · 900672302

Phone

(310) 277-3501

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-03-01

Tax period

2024-02-29

Filed

2024-06-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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

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

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