2023 Form 5500 filing — Asure Operations 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 20241015133546NAL0016503635001) for Asure Operations LLC 401(K) Retirement Plan, reported by Asure Operations LLC under EIN 88-1525884 and plan number 002. It reports 746 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133546NAL0016503635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Asure Operations LLC
- EIN
- 88-1525884
- Plan number
- 002
- Location
- Austin, TX
- Participants
- 746
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,340,351
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,340,351
- Employer contributions
- $3,114,583
- Participant contributions
- $3,616,176
- Total income / additions
- $12,106,860
- Benefits paid
- $4,240,612
- Administrative expenses
- $127,441
- Total expenses
- $4,368,053
- Net increase / (decrease)
- $7,738,807
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $79,854 | $0 |
| Gallagher Fiduciary Advisors LLC | ADVISOR | $28,461 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $7,862 | not reported in the loaded dataset |
| Harper And Pearson Company P C | ACCOUNTANT/AUDITOR | $6,411 | not reported in the loaded dataset |