2023 Form 5500 filing — Assurance Financial 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240702141053NAL0005085153001) for Assurance Financial 401(K) Plan, reported by Assurance Financial Group LLC under EIN 72-1505298 and plan number 001. It reports 263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240702141053NAL0005085153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Assurance Financial Group LLC
- EIN
- 72-1505298
- Plan number
- 001
- Location
- Baton Rouge, LA
- Participants
- 263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,367,434
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,367,434
- Employer contributions
- $112,263
- Participant contributions
- $1,086,220
- Total income / additions
- $4,184,962
- Benefits paid
- $2,033,657
- Administrative expenses
- $20,161
- Total expenses
- $2,053,818
- Net increase / (decrease)
- $2,131,144
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors Fin Network | INVESTMENT ADVISORY | $0 | $52,295 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $20,160 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |