Asure Operations LLC 401(K) Retirement Plan — Form 5500 plan (Asure Operations 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, Asure Operations LLC 401(K) Retirement Plan is a benefit plan reported by Asure Operations LLC under EIN 88-1525884 and plan number 002. The latest loaded filing year is 2023. The filing reports 746 participants and $33,340,351 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Asure Operations LLC
- EIN
- 88-1525884
- Plan number
- 002
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 746
- End-of-year plan assets
- $33,340,351
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 746 | H, C | 20241015133546NAL0016503635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,340,351
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,340,351
- Net assets (BOY)
- $25,601,544
Income & contributions
- Employer contributions
- $3,114,583
- Participant contributions
- $3,616,176
- Total contributions
- $7,402,771
- Total income / additions
- $12,106,860
Expenses & distributions
- Benefits paid
- $4,240,612
- Administrative expenses
- $127,441
- Total expenses
- $4,368,053
- Net increase / (decrease)
- $7,738,807
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $79,854 | $0 | 2023 |
| Gallagher Fiduciary Advisors LLC | ADVISOR | $28,461 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $7,862 | not reported in the loaded dataset | 2023 |
| Harper And Pearson Company P C | ACCOUNTANT/AUDITOR | $6,411 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Asure Operations LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Fidelity Investments Institutional — Schedule C compensation
- Gallagher Fiduciary Advisors LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Harper And Pearson Company P C — Schedule C compensation