Plan5500

Assemi Group, Inc. Retirement Plan — Form 5500 plan (Assemi Group, 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, Assemi Group, Inc. Retirement Plan is a benefit plan reported by Assemi Group, Inc. under EIN 20-2464845 and plan number 001. The latest loaded filing year is 2023. The filing reports 306 participants and $14,167,696 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Assemi Group, Inc.
EIN
20-2464845
Plan number
001
Plan type
2
Location
Fresno, CA
Latest filing year
2023
Participants
306
End-of-year plan assets
$14,167,696

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023306H, C20241015142135NAL0058091538001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,167,696
Total liabilities (EOY)
$0
Net assets (EOY)
$14,167,696
Net assets (BOY)
$10,748,715

Income & contributions

Employer contributions
$501,987
Participant contributions
$1,077,616
Total contributions
$1,594,037
Total income / additions
$3,921,075

Expenses & distributions

Benefits paid
$485,023
Administrative expenses
$17,071
Total expenses
$502,094
Net increase / (decrease)
$3,418,981

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nexus Administrators, Inc.TPA$9,739$02023
Rbc Capital Markets, LLCINVESTMENT ADVISOR$7,028not reported in the loaded dataset2023
Transamerica Life Insurance CompanyRECORDKEEPER$2,470$02023

Related Form 5500 pages