401k Plan data: ASPIRANT, INC. EMPLOYEE STOCK OWNERSHIP PLAN plan

ASPIRANT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	ASPIRANT, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

ASPIRANT, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
The employer maintaining this ESOP is an S Corporation
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

ASPIRANT, INC. has sponsored the creation of one or more 401k plans.

Company Name: ASPIRANT, INC.

Employer identification number (EIN): 874144306

NAIC Classification: 524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASPIRANT, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 SARAH GARDNER 2024-06-13
002 2022-01-01 WILLIAM O HOLTON 2024-05-01
002 2021-01-01 KATHERINE E. NAPIER 2023-02-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	SARAH GARDNER	2024-06-13
002	2022-01-01	WILLIAM O HOLTON	2024-05-01
002	2021-01-01	KATHERINE E. NAPIER	2023-02-17

Plan Statistics for ASPIRANT, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for ASPIRANT, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023: ASPIRANT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 55
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 13
Total of all active and inactive participants 2023-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 68
Number of participants with account balances 2023-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 13
2022: ASPIRANT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 63
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 63
Number of participants with account balances 2022-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ASPIRANT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 72
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 72
Number of participants with account balances 2021-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0

Measure	Date	Value
2023: ASPIRANT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	55
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	13
Total of all active and inactive participants	2023-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	68
Number of participants with account balances	2023-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	13
2022: ASPIRANT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	63
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	63
Number of participants with account balances	2022-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ASPIRANT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	72
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	72
Number of participants with account balances	2021-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0

Financial Data on ASPIRANT, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2023 : ASPIRANT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$515,000
Expenses. Total of all expenses incurred	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$1,440,000
Total plan assets at beginning of year	2023-12-31	$925,000
Value of fidelity bond covering the plan	2023-12-31	$1,000,000
Other income received	2023-12-31	$515,000
Net income (gross income less expenses)	2023-12-31	$515,000
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,440,000
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$925,000
Assets. Value of employer securities	2023-12-31	$1,440,000
2022 : ASPIRANT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$925,000
Expenses. Total of all expenses incurred	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$925,000
Total plan assets at beginning of year	2022-12-31	$0
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Noncash contributions received	2022-12-31	$925,000
Net income (gross income less expenses)	2022-12-31	$925,000
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$925,000
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$925,000
2021 : ASPIRANT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$0
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$0
Total plan assets at beginning of year	2021-12-31	$0
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Net income (gross income less expenses)	2021-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$0

Form 5500 Responses for ASPIRANT, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2023: ASPIRANT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ASPIRANT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ASPIRANT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	First time form 5500 has been submitted	Yes
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ASPIRANT, INC.
Employer identification number (EIN):	874144306
NAIC Classification:	524290