2023 Form 5500 filing — Assurance Technology Corporation 401(K) Savings 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 20240913145806NAL0005137059001) for Assurance Technology Corporation 401(K) Savings Plan, reported by Assurance Technology Corporation under EIN 04-2765216 and plan number 002. It reports 416 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$65.1MReported net assets$65,086,758
Participants416
Provider compensation$71.3K3 Schedule C row(s)$71,266
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240913145806NAL0005137059001
Plan sponsor
Assurance Technology Corporation
EIN
04-2765216
Plan number
002
Location
Carlisle, MA
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$65.1M total assets
Net assets$65.1MLiabilities$0
Money in vs. money out
Total income / additions$12.7M
Total expenses$7.6M
Benefits paid / distributions$7.6M
Contributions
Employer$798.1K
Participant$2.4M
Full reported line items
Total assets (EOY)
$65,086,758
Total liabilities (EOY)
$0
Net assets (EOY)
$65,086,758
Employer contributions
$798,108
Participant contributions
$2,421,724
Total income / additions
$12,710,396
Benefits paid
$7,554,429
Administrative expenses
$36,724
Total expenses
$7,605,436
Net increase / (decrease)
$5,104,960
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RETAINED BY CLIENT · Direct $42K
  2. 2
    RETAINED BY CLIENT · Direct $16.5K
  3. 3
    RETAINED BY CLIENT · Direct $12.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240913145806NAL0005137059001 cover?
It is the 2023 Form 5500 filing for Assurance Technology Corporation 401(K) Savings Plan, reported by Assurance Technology Corporation (EIN 04-2765216).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages