Assured Information Security, Inc. Employees 401(K) Plan — Form 5500 plan (Assured Information Security, Inc.)

Plain-English plan 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, Assured Information Security, Inc. Employees 401(K) Plan is a benefit plan reported by Assured Information Security, Inc. under EIN 04-3608903 and plan number 001. The latest loaded filing year is 2023. The filing reports 338 participants and $45,778,727 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Assured Information Security, Inc.
EIN
04-3608903
Plan number
001
Plan type
2
Location
Rome, NY
Latest filing year
2023
Participants
338
End-of-year plan assets
$45,778,727

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023338H, C20241009150128NAL0010753635001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,778,727
Total liabilities (EOY)
$0
Net assets (EOY)
$45,778,727
Net assets (BOY)
$38,818,487

Income & contributions

Employer contributions
$1,736,091
Participant contributions
$2,076,579
Total contributions
$4,169,055
Total income / additions
$10,786,863

Expenses & distributions

Benefits paid
$3,803,092
Administrative expenses
$23,531
Total expenses
$3,826,623
Net increase / (decrease)
$6,960,240

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$20,195not reported in the loaded dataset2023

Related Form 5500 pages