2023 Form 5500 filing — Associations International, LLC. 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 20240731095020NAL0033664912001) for Associations International, LLC. 401(K) Plan, reported by Associations International, LLC under EIN 27-4849171 and plan number 001. It reports 182 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731095020NAL0033664912001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Associations International, LLC
- EIN
- 27-4849171
- Plan number
- 001
- Location
- Lexington, KY
- Participants
- 182
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,560,225
- Net assets (EOY)
- $10,560,225
- Employer contributions
- $252,029
- Participant contributions
- $876,190
- Total income / additions
- $2,550,073
- Benefits paid
- $543,442
- Administrative expenses
- $63,539
- Total expenses
- $606,981
- Net increase / (decrease)
- $1,943,092
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James And Associates Inc | INVESTMENT ADVISORY-PLAN | $30,903 | not reported in the loaded dataset |
| Transamerica Life Insurance Company | RECORDKEEPER | $22,296 | not reported in the loaded dataset |
| Mcgregor & Associates, Inc | RECORDKEEPER | $860 | not reported in the loaded dataset |
| Dean Dorton Allen Ford Pllc | AUDIT | not reported in the loaded dataset | not reported in the loaded dataset |