Asi 401(K) Profit Sharing Plan — Form 5500 plan (Asi)
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, Asi 401(K) Profit Sharing Plan is a benefit plan reported by Asi under EIN 94-3289429 and plan number 001. The latest loaded filing year is 2023. The filing reports 388 participants and $40,302,286 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Asi
- EIN
- 94-3289429
- Plan number
- 001
- Plan type
- 2
- Location
- Fremont, CA
- Latest filing year
- 2023
- Participants
- 388
- End-of-year plan assets
- $40,302,286
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 388 | H, C | 20241014132051NAL0027373985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,302,286
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,302,286
- Net assets (BOY)
- $33,922,378
Income & contributions
- Employer contributions
- $157,801
- Participant contributions
- $1,558,953
- Total contributions
- $1,716,754
- Total income / additions
- $8,091,612
Expenses & distributions
- Benefits paid
- $1,612,037
- Administrative expenses
- $98,304
- Total expenses
- $1,711,704
- Net increase / (decrease)
- $6,379,908
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $47,755 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $19,167 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $18,183 | not reported in the loaded dataset | 2023 |
| Mjc Employee Benefits & Ins Serv | CONSULTING | $13,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Asi
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Fremont, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Mjc Employee Benefits & Ins Serv — Schedule C compensation