2023 Form 5500 filing — Assessment Services, Inc. 401(K) 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 20241004105450NAL0019486128001) for Assessment Services, Inc. 401(K) Plan, reported by Assessment Services, Inc. under EIN 20-5089639 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$985.8KReported net assets$985,761
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241004105450NAL0019486128001
Plan sponsor
Assessment Services, Inc.
EIN
20-5089639
Plan number
001
Location
Pepperell, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$985.8K total assets
Net assets$985.8KLiabilities$0
Money in vs. money out
Total income / additions$99.5K
Total expenses$33K
Benefits paid / distributions$33K
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$985,761
Total liabilities (EOY)
$0
Net assets (EOY)
$985,761
Employer contributions
$0
Participant contributions
$0
Total income / additions
$99,460
Benefits paid
$33,000
Administrative expenses
$0
Total expenses
$33,004
Net increase / (decrease)
$66,456

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004105450NAL0019486128001 cover?
It is the 2023 Form 5500 filing for Assessment Services, Inc. 401(K) Plan, reported by Assessment Services, Inc. (EIN 20-5089639).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages