2023 Form 5500 filing — Assemi Group, Inc. Retirement 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 20241015142135NAL0058091538001) for Assemi Group, Inc. Retirement Plan, reported by Assemi Group, Inc. under EIN 20-2464845 and plan number 001. It reports 306 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142135NAL0058091538001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Assemi Group, Inc.
- EIN
- 20-2464845
- Plan number
- 001
- Location
- Fresno, CA
- Participants
- 306
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,167,696
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,167,696
- Employer contributions
- $501,987
- Participant contributions
- $1,077,616
- Total income / additions
- $3,921,075
- Benefits paid
- $485,023
- Administrative expenses
- $17,071
- Total expenses
- $502,094
- Net increase / (decrease)
- $3,418,981
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nexus Administrators, Inc. | TPA | $9,739 | $0 |
| Rbc Capital Markets, LLC | INVESTMENT ADVISOR | $7,028 | not reported in the loaded dataset |
| Transamerica Life Insurance Company | RECORDKEEPER | $2,470 | $0 |