Original filing (PDF)20240524132651NAL0006566273001

ASSURED & ASSOCIATES PERSONAL CA

Name: ASSURED & ASSOCIATES PERSONAL CA — ASSURED & ASSOCIATES 401(K) PLAN, Form 5500 (2023)
Creator: ASSURED & ASSOCIATES PERSONAL CA

Form 5500-SF

FILING_RECEIVED

ASSURED & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$323K

Net assets (EOY)

$323K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASSURED & ASSOCIATES PERSONAL CA.

Plan sponsor

Name

ASSURED & ASSOCIATES PERSONAL CA

EIN

20-1362431

Address

8687 HOSPITOL DR · DOUGLASVILLE, GA · 30134

Phone

(678) 391-0140

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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