Associations International, LLC. 401(K) Plan — Form 5500 plan (Associations International, 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, Associations International, LLC. 401(K) Plan is a benefit plan reported by Associations International, LLC under EIN 27-4849171 and plan number 001. The latest loaded filing year is 2023. The filing reports 182 participants and $10,560,225 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Associations International, LLC
- EIN
- 27-4849171
- Plan number
- 001
- Plan type
- 2
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 182
- End-of-year plan assets
- $10,560,225
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 182 | H, C | 20240731095020NAL0033664912001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,560,225
- Net assets (EOY)
- $10,560,225
- Net assets (BOY)
- $8,617,133
Income & contributions
- Employer contributions
- $252,029
- Participant contributions
- $876,190
- Total contributions
- $1,174,904
- Total income / additions
- $2,550,073
Expenses & distributions
- Benefits paid
- $543,442
- Administrative expenses
- $63,539
- Total expenses
- $606,981
- Net increase / (decrease)
- $1,943,092
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James And Associates Inc | INVESTMENT ADVISORY-PLAN | $30,903 | not reported in the loaded dataset | 2023 |
| Transamerica Life Insurance Company | RECORDKEEPER | $22,296 | not reported in the loaded dataset | 2023 |
| Mcgregor & Associates, Inc | RECORDKEEPER | $860 | not reported in the loaded dataset | 2023 |
| Dean Dorton Allen Ford Pllc | AUDIT | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Associations International, LLC
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Raymond James And Associates Inc — Schedule C compensation
- Transamerica Life Insurance Company — Schedule C compensation
- Mcgregor & Associates, Inc — Schedule C compensation
- Dean Dorton Allen Ford Pllc — Schedule C compensation