How many benefit plans does Assets, Inc. report on Form 5500?

Assets, Inc. (EIN 92-0076696) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Assets, Inc.?

The Employer Identification Number (EIN) reported for Assets, Inc. is 92-0076696.

What is the latest Form 5500 filing year for Assets, Inc.?

The latest loaded Form 5500 filing year for Assets, Inc. is 2023.

Assets, Inc. — 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, Assets, Inc. (EIN 92-0076696) is a plan sponsor located in Anchorage, AK with 3 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: 92-0076696
Location: Anchorage, AK
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $7,273,105
Total reported liabilities (EOY): $516,612
Total reported net assets (EOY): $6,756,493

Contributions & income

Employer contributions: $1,476,647
Participant contributions: $432,311
Total income / additions: $2,759,233

Expenses & distributions

Benefits paid / distributions: $2,043,761
Total expenses: $2,203,934
Net increase / (decrease): $555,299

Coverage

Total reported participants: 615
Plans with financial statements: 2
Plans with provider compensation: 2

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

Assets, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Assets, Inc. 401(K) Plan	002	323	$6,756,543	2023
Assets, Inc. Health & Welfare Plan	510	108	$516,562	2023
Assets, Inc. Staff Health Plan	502	184	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Assets, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Assets, Inc. Staff Health Plan	184	—	20240708114641NAL0014018657001
2023	Assets, Inc. 401(K) Plan	323	H, C	20240726171359NAL0009208451001
2023	Assets, Inc. Health & Welfare Plan	108	H, C	20241014160203NAL0053050114003