2023 Form 5500 filing — Asu Group Employee Stock Ownership Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240619101344NAL0008461138001) for Asu Group Employee Stock Ownership Plan, reported by The Asu Group under EIN 38-1400206 and plan number 009. It reports 50 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240619101344NAL0008461138001
Filing year
2023
Form type
2
Plan sponsor
The Asu Group
EIN
38-1400206
Plan number
009
Location
Okemos, MI
Participants
50
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,752,223
Total liabilities (EOY)
$0
Net assets (EOY)
$2,752,223
Employer contributions
$209,673
Total income / additions
$845,820
Benefits paid
$358,333
Administrative expenses
$30
Total expenses
$358,363
Net increase / (decrease)
$487,457
Schedule source
Schedule I

Related Form 5500 pages