The Asu Group — 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, The Asu Group (EIN 38-1400206) is a plan sponsor located in Okemos, MI 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
38-1400206
Location
Okemos, MI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$9,290,297
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$9,290,297

Contributions & income

Employer contributions
$226,434
Participant contributions
$179,439
Total income / additions
$2,344,970

Expenses & distributions

Benefits paid / distributions
$1,287,319
Total expenses
$1,287,555
Net increase / (decrease)
$1,057,415

Coverage

Total reported participants
116
Plans with financial statements
2
Plans with provider compensation
0

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

The Asu Group plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Asu Group Profit Sharing 401(K) Plan00366$6,538,0742023
Asu Group Employee Stock Ownership Plan00950$2,752,2232023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Asu Group
YearPlanParticipantsSchedulesFiling
2023Asu Group Profit Sharing 401(K) Plan66I20240507121716NAL0030637824001
2023Asu Group Employee Stock Ownership Plan50I20240619101344NAL0008461138001

Related Form 5500 pages