Plan5500

The Assurance Manufacturing Company, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Assurance Manufacturing, 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, The Assurance Manufacturing Company, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Assurance Manufacturing, Inc. under EIN 41-0904770 and plan number 002. The latest loaded filing year is 2023. The filing reports 148 participants and $14,286,096 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Assurance Manufacturing, Inc.
EIN
41-0904770
Plan number
002
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
Participants
148
End-of-year plan assets
$14,286,096

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023148H, C20240912065600NAL0008154961001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,286,096
Total liabilities (EOY)
$0
Net assets (EOY)
$14,286,096
Net assets (BOY)
$13,397,611

Income & contributions

Employer contributions
$204,445
Participant contributions
$827,397
Total contributions
$1,283,101
Total income / additions
$2,586,392

Expenses & distributions

Benefits paid
$1,656,618
Administrative expenses
$39,146
Total expenses
$1,697,907
Net increase / (decrease)
$888,485

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valmark Advisers IncINVESTMENT ADVISOR$34,259not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$2,887$02023
Eide Bailly LlpOTHER$2,000not reported in the loaded dataset2023

Related Form 5500 pages