Asu Group Employee Stock Ownership Plan — Form 5500 plan (The Asu Group)
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, Asu Group Employee Stock Ownership Plan is a benefit plan reported by The Asu Group under EIN 38-1400206 and plan number 009. The latest loaded filing year is 2023. The filing reports 50 participants and $2,752,223 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Asu Group
- EIN
- 38-1400206
- Plan number
- 009
- Plan type
- 2
- Location
- Okemos, MI
- Latest filing year
- 2023
- Participants
- 50
- End-of-year plan assets
- $2,752,223
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 50 | I | 20240619101344NAL0008461138001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,752,223
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,752,223
- Net assets (BOY)
- $2,264,766
Income & contributions
- Employer contributions
- $209,673
- Total income / additions
- $845,820
Expenses & distributions
- Benefits paid
- $358,333
- Administrative expenses
- $30
- Total expenses
- $358,363
- Net increase / (decrease)
- $487,457
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.