2023 Form 5500 filing — Associates Resources LLC 401(K) Retirement 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 20241007090234NAL0007435027001) for Associates Resources LLC 401(K) Retirement Plan, reported by Associates Resources LLC under EIN 26-3647432 and plan number 001. It reports 235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007090234NAL0007435027001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Associates Resources LLC
- EIN
- 26-3647432
- Plan number
- 001
- Location
- Grand Rapids, MI
- Participants
- 235
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,900,562
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,900,562
- Employer contributions
- $208,583
- Participant contributions
- $710,304
- Total income / additions
- $1,910,705
- Benefits paid
- $514,973
- Administrative expenses
- $49,471
- Total expenses
- $564,444
- Net increase / (decrease)
- $1,346,261
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stifel, Nicolaus & Company, Inc | INVESTMENT ADVISORY-PLAN | $33,272 | not reported in the loaded dataset |
| Cpi Qualified Plan Consultants, Inc | RECORDKEEPER | $10,800 | $0 |
| Tdm Retirement Services, LLC | TPA | $5,400 | not reported in the loaded dataset |