Associates Resources LLC 401(K) Retirement Plan — Form 5500 plan (Associates Resources LLC)
Plain-English plan 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, Associates Resources LLC 401(K) Retirement Plan is a benefit plan reported by Associates Resources LLC under EIN 26-3647432 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $5,900,562 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Associates Resources LLC
- EIN
- 26-3647432
- Plan number
- 001
- Plan type
- 2
- Location
- Grand Rapids, MI
- Latest filing year
- 2023
- Participants
- 235
- End-of-year plan assets
- $5,900,562
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 235 | H, C | 20241007090234NAL0007435027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,900,562
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,900,562
- Net assets (BOY)
- $4,554,301
Income & contributions
- Employer contributions
- $208,583
- Participant contributions
- $710,304
- Total contributions
- $1,014,461
- Total income / additions
- $1,910,705
Expenses & distributions
- Benefits paid
- $514,973
- Administrative expenses
- $49,471
- Total expenses
- $564,444
- Net increase / (decrease)
- $1,346,261
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Inc | INVESTMENT ADVISORY-PLAN | $33,272 | not reported in the loaded dataset | 2023 |
| Cpi Qualified Plan Consultants, Inc | RECORDKEEPER | $10,800 | $0 | 2023 |
| Tdm Retirement Services, LLC | TPA | $5,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Associates Resources LLC
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Grand Rapids, MI
- Stifel, Nicolaus & Company, Inc — Schedule C compensation
- Cpi Qualified Plan Consultants, Inc — Schedule C compensation
- Tdm Retirement Services, LLC — Schedule C compensation