Associated Administrators LLC 401(K) Ps Plan — Form 5500 plan (Associated Administrators 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, Associated Administrators LLC 401(K) Ps Plan is a benefit plan reported by Associated Administrators LLC under EIN 65-1205077 and plan number 002. The latest loaded filing year is 2023. The filing reports 323 participants and $9,359,165 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Associated Administrators LLC
EIN
65-1205077
Plan number
002
Plan type
2
Location
Sparks, MD
Latest filing year
2023
Participants
323
End-of-year plan assets
$9,359,165

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023323H, C20241015173333NAL0057487250001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,359,165
Total liabilities (EOY)
$0
Net assets (EOY)
$9,359,165
Net assets (BOY)
$8,422,205

Income & contributions

Employer contributions
$51,230
Participant contributions
$624,240
Total contributions
$675,470
Total income / additions
$1,913,068

Expenses & distributions

Benefits paid
$868,573
Administrative expenses
$81,359
Total expenses
$976,108
Net increase / (decrease)
$936,960

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$31,014$02023
Grandizio, Wilkens, Little & MattheNONE$27,750not reported in the loaded dataset2023
Woodbury Financial ServicesNONE$22,595not reported in the loaded dataset2023

Related Form 5500 pages