How many benefit plans does Associated Agencies, Inc. report on Form 5500?

Associated Agencies, Inc. (EIN 36-2709020) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Associated Agencies, Inc.?

The Employer Identification Number (EIN) reported for Associated Agencies, Inc. is 36-2709020.

What is the latest Form 5500 filing year for Associated Agencies, Inc.?

The latest loaded Form 5500 filing year for Associated Agencies, Inc. is 2023.

Associated Agencies, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Associated Agencies, Inc. (EIN 36-2709020) is a plan sponsor located in Rolling Meadows, IL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 36-2709020
Location: Rolling Meadows, IL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $22,861,069
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $22,861,069

Contributions & income

Employer contributions: $585,694
Participant contributions: $1,135,903
Total income / additions: $5,294,440

Expenses & distributions

Benefits paid / distributions: $1,658,571
Total expenses: $1,667,469
Net increase / (decrease): $3,626,971

Coverage

Total reported participants: 320
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Associated Agencies, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Associated Agencies, Inc. 401(K) Profit Sharing Plan	001	171	$22,861,069	2023
Associated Agencies, Inc. Health And Welfare Plan	501	149	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Associated Agencies, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Associated Agencies, Inc. Health And Welfare Plan	149	—	20240730133214NAL0013430755001
2023	Associated Agencies, Inc. 401(K) Profit Sharing Plan	171	H, C	20241015162945NAL0015082419001