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, Assets, Inc. 401(K) Plan is a benefit plan reported by Assets, Inc. under EIN 92-0076696 and plan number 002. The latest loaded filing year is 2023. The filing reports 323 participants and $6,756,543 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,756,543
- Total liabilities (EOY)
- $34,445
- Net assets (EOY)
- $6,722,098
- Net assets (BOY)
- $6,149,280
Income & contributions
- Employer contributions
- $57,842
- Participant contributions
- $432,311
- Total contributions
- $490,153
- Total income / additions
- $1,335,086
Expenses & distributions
- Benefits paid
- $689,167
- Administrative expenses
- $71,823
- Total expenses
- $762,268
- Net increase / (decrease)
- $572,818