How big is Ashton-Phillips Insurance Services, Inc.'s plan?

Ashton-Phillips Insurance Services, Inc.'s plan reported $5.4M in assets and 2 participants for 2023.

Original filing (PDF)20240606185929NAL0012107315001

Ashton-Phillips Insurance Services, Inc.

Name: Ashton-Phillips Insurance Services, Inc. — Form 5500 Plan 002 (2023)
Creator: Ashton-Phillips Insurance Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ashton-Phillips Insurance Services,Inc. Profit Sharing Plan

401(k) retirement plan · Ashton-Phillips Insurance Services, Inc.'s Ashton-Phillips Insurance Services,Inc. Profit Sharing Plan held $5.4M in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

Plan identifiers

Ashton-Phillips Insurance Services, Inc.'s EIN is 95-3995716.

EIN 95-3995716

Plan number 002

Plan year 2023

ACK ID 20240606185929NAL0012107315001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Ashton-Phillips Insurance Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Ashton-Phillips Insurance Services, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASHTON-PHILLIPS INSURANCE SERVICES, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score