Associate Resources, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Associate Resources, LLC (EIN 26-3647432) is a plan sponsor located in Grand Rapids, MI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
26-3647432
Location
Grand Rapids, MI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,900,562
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$5,900,562

Contributions & income

Employer contributions
$208,583
Participant contributions
$710,304
Total income / additions
$1,910,705

Expenses & distributions

Benefits paid / distributions
$514,973
Total expenses
$564,444
Net increase / (decrease)
$1,346,261

Coverage

Total reported participants
381
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Associate Resources, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Associates Resources LLC 401(K) Retirement Plan001235$5,900,5622023
Associate Resources, LLC Group Health And Welfare Benefits Plan501146not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Associate Resources, LLC
YearPlanParticipantsSchedulesFiling
2023Associate Resources, LLC Group Health And Welfare Benefits Plan14620240516173654NAL0022920611001
2023Associates Resources LLC 401(K) Retirement Plan235H, C20241007090234NAL0007435027001

Related Form 5500 pages