Asm Assembly Systems 401(K) Plan — Form 5500 plan (Asm Assembly Systems, 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, Asm Assembly Systems 401(K) Plan is a benefit plan reported by Asm Assembly Systems, LLC under EIN 80-0237825 and plan number 001. The latest loaded filing year is 2023. The filing reports 508 participants and $41,775,279 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Asm Assembly Systems, LLC
EIN
80-0237825
Plan number
001
Plan type
2
Location
Suwanee, GA
Latest filing year
2023
Participants
508
End-of-year plan assets
$41,775,279

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023508H, C20250225164717NAL0007288851001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$41,775,279
Total liabilities (EOY)
$0
Net assets (EOY)
$41,775,279
Net assets (BOY)
$36,118,331

Income & contributions

Employer contributions
$1,146,138
Participant contributions
$4,044,298
Total contributions
$5,442,958
Total income / additions
$11,394,507

Expenses & distributions

Benefits paid
$5,623,302
Administrative expenses
$83,872
Total expenses
$5,737,559
Net increase / (decrease)
$5,656,948

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sageview Advisory Group, LLCINVESTMENT ADVISOR$48,517not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$24,481$02023
Sageview Advisory Group, LLCINVESTMENT MGMT$17,917not reported in the loaded dataset2023

Related Form 5500 pages