Assurance Financial 401(K) Plan — Form 5500 plan (Assurance Financial Group 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, Assurance Financial 401(K) Plan is a benefit plan reported by Assurance Financial Group LLC under EIN 72-1505298 and plan number 001. The latest loaded filing year is 2023. The filing reports 263 participants and $19,367,434 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Assurance Financial Group LLC
- EIN
- 72-1505298
- Plan number
- 001
- Plan type
- 2
- Location
- Baton Rouge, LA
- Latest filing year
- 2023
- Participants
- 263
- End-of-year plan assets
- $19,367,434
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 263 | H, C | 20240702141053NAL0005085153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,367,434
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,367,434
- Net assets (BOY)
- $17,236,290
Income & contributions
- Employer contributions
- $112,263
- Participant contributions
- $1,086,220
- Total contributions
- $1,198,483
- Total income / additions
- $4,184,962
Expenses & distributions
- Benefits paid
- $2,033,657
- Administrative expenses
- $20,161
- Total expenses
- $2,053,818
- Net increase / (decrease)
- $2,131,144
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors Fin Network | INVESTMENT ADVISORY | $0 | $52,295 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $20,160 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Assurance Financial Group LLC
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Baton Rouge, LA
- Wells Fargo Advisors Fin Network — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation