Ansay & Associates, LLC 401(K) Plan — Form 5500 plan (Ansay & Associates, 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, Ansay & Associates, LLC 401(K) Plan is a benefit plan reported by Ansay & Associates, LLC under EIN 27-1304628 and plan number 001. The latest loaded filing year is 2023. The filing reports 333 participants and $27,166,373 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ansay & Associates, LLC
- EIN
- 27-1304628
- Plan number
- 001
- Plan type
- 2
- Location
- Port Washington, WI
- Latest filing year
- 2023
- Participants
- 333
- End-of-year plan assets
- $27,166,373
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 333 | H, C | 20240805120630NAL0002590882001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,166,373
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,166,373
- Net assets (BOY)
- $22,325,733
Income & contributions
- Employer contributions
- $518,847
- Participant contributions
- $2,118,571
- Total contributions
- $3,109,472
- Total income / additions
- $6,467,117
Expenses & distributions
- Benefits paid
- $1,571,123
- Administrative expenses
- $54,954
- Total expenses
- $1,626,477
- Net increase / (decrease)
- $4,840,640
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $65,245 | $0 | 2023 |
| Global Retirement Partnr | INVESTMENT ADVISORY | $12,680 | $14,636 | 2023 |
| The Retirement Advantage, Inc. | CONTRACT ADMINISTRATOR | $500 | $11,285 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ansay & Associates, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Port Washington, WI
- Principal Life Insurance Company — Schedule C compensation
- Global Retirement Partnr — Schedule C compensation
- The Retirement Advantage, Inc. — Schedule C compensation