Usasf, LLC 401(K) Plan — Form 5500 plan (Usasf, LLC)

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, Usasf, LLC 401(K) Plan is a benefit plan reported by Usasf, LLC under EIN 30-0868885 and plan number 001. The latest loaded filing year is 2023. The filing reports 899 participants and $4,780,277 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Usasf, LLC
EIN
30-0868885
Plan number
001
Plan type
2
Location
Wilmington, DE
Latest filing year
2023
Participants
899
End-of-year plan assets
$4,780,277

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023899H, C20241011161315NAL0012743955001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,780,277
Total liabilities (EOY)
$0
Net assets (EOY)
$4,780,277
Net assets (BOY)
$5,925,909

Income & contributions

Employer contributions
$125,022
Participant contributions
$453,582
Total contributions
$592,898
Total income / additions
$1,488,269

Expenses & distributions

Benefits paid
$2,537,042
Administrative expenses
$96,859
Total expenses
$2,633,901
Net increase / (decrease)
-$1,145,632

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Admin. Group, LLC Dba Tag ResourcesRECORD KEEPER$50,998$02023
Transamerica Financial Life Ins CoRECORD KEEPER$39,979$02023
Coulter & JustusAUDIT COMPANY$5,882not reported in the loaded dataset2023

Related Form 5500 pages