2023 Form 5500 filing — Asana Partners Payroll Services, 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 20240912104725NAL0013998176001) for Asana Partners Payroll Services, LLC 401(K) Plan, reported by Asana Partners Payroll Services, LLC under EIN 87-4051443 and plan number 001. It reports 111 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.2MReported net assets$6,204,765
Participants111
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240912104725NAL0013998176001
Plan sponsor
Asana Partners Payroll Services, LLC
EIN
87-4051443
Plan number
001
Location
Charlotte, NC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.2M total assets
Net assets$6.2MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$312K
Benefits paid / distributions$310.7K
Contributions
Employer$422.7K
Participant$1M
Full reported line items
Total assets (EOY)
$6,204,765
Total liabilities (EOY)
$0
Net assets (EOY)
$6,204,765
Employer contributions
$422,662
Participant contributions
$1,038,457
Total income / additions
$2,488,269
Benefits paid
$310,736
Administrative expenses
$1,219
Total expenses
$311,955
Net increase / (decrease)
$2,176,314

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240912104725NAL0013998176001 cover?
It is the 2023 Form 5500 filing for Asana Partners Payroll Services, LLC 401(K) Plan, reported by Asana Partners Payroll Services, LLC (EIN 87-4051443).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages