2023 Form 5500 filing — Associated Administrators LLC 401(K) Ps 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 20241015173333NAL0057487250001) for Associated Administrators LLC 401(K) Ps Plan, reported by Associated Administrators LLC under EIN 65-1205077 and plan number 002. It reports 323 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015173333NAL0057487250001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Associated Administrators LLC
- EIN
- 65-1205077
- Plan number
- 002
- Location
- Sparks, MD
- Participants
- 323
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,359,165
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,359,165
- Employer contributions
- $51,230
- Participant contributions
- $624,240
- Total income / additions
- $1,913,068
- Benefits paid
- $868,573
- Administrative expenses
- $81,359
- Total expenses
- $976,108
- Net increase / (decrease)
- $936,960
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $31,014 | $0 |
| Grandizio, Wilkens, Little & Matthe | NONE | $27,750 | not reported in the loaded dataset |
| Woodbury Financial Services | NONE | $22,595 | not reported in the loaded dataset |