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ASSOCIATION SERVICES GROUP 401(K) P/S PLAN 401k Plan overview

Plan NameASSOCIATION SERVICES GROUP 401(K) P/S PLAN
Plan identification number 001

ASSOCIATION SERVICES GROUP 401(K) P/S PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ASSOCIATION SERVICES GROUP has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATION SERVICES GROUP
Employer identification number (EIN):201109363
NAIC Classification:921000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATION SERVICES GROUP 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ALLISON HAHN2024-07-17
0012022-01-01CAITLIN HYATT2023-05-08
0012021-01-01KATIE OXFORD2022-05-03
0012020-01-01KATIE OXFORD2021-04-22
0012019-01-01GENE BALLARD2020-07-05
0012018-01-01GENE BALLARD2019-04-08
0012017-01-01GENE BALLARD2018-03-13
0012016-01-01GENE BALLARD2017-03-15
0012015-01-01GENE BALLARD2016-04-22
0012014-01-01GENE BALLARD2015-06-16
0012013-01-01GENE BALLARD2014-06-05
0012012-01-01CHARLES HALL2013-05-02
0012011-01-01CHARLES HALL2012-05-30

Financial Data on ASSOCIATION SERVICES GROUP 401(K) P/S PLAN

Measure Date Value
2025 : ASSOCIATION SERVICES GROUP 401(K) P/S PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-07-240
Total expenses incurred by plan in this plan year2025-07-24128532
Net assets as of the end of the plan year2025-07-241444213
Total assets as of the beginning of the plan year2025-07-241217214
Value of plan covered by a fidelity bond2025-07-24300000
Participant contributions to plan in this plan year2025-07-24130696
Value of participant loans at end of plan year2025-07-242773
Other income to plan in this plan year2025-07-24161844
Plan net income in this plan year2025-07-24226999
Net assets as of the end of the plan year2025-07-241444213
Net assets as of the beginning of the plan year2025-07-241217214
Employer contributions to plan in this plan year2025-07-2462991
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-244230
2024 : ASSOCIATION SERVICES GROUP 401(K) P/S PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-07-170
Total expenses incurred by plan in this plan year2024-07-17295421
Net assets as of the end of the plan year2024-07-171217214
Total assets as of the beginning of the plan year2024-07-171172293
Value of plan covered by a fidelity bond2024-07-17300000
Participant contributions to plan in this plan year2024-07-17114393
Value of participant loans at end of plan year2024-07-1710172
Other contributions to plan in this plan year2024-07-174092
Other income to plan in this plan year2024-07-17177410
Plan net income in this plan year2024-07-1744921
Net assets as of the end of the plan year2024-07-171217214
Net assets as of the beginning of the plan year2024-07-171172293
Employer contributions to plan in this plan year2024-07-1744447
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-173612
2022 : ASSOCIATION SERVICES GROUP 401(K) P/S PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-05-030
Total liabilities as of the beginning of the plan year2022-05-030
Total expenses incurred by plan in this plan year2022-05-0363625
Net assets as of the end of the plan year2022-05-031256696
Total assets as of the beginning of the plan year2022-05-031036822
Value of plan covered by a fidelity bond2022-05-03300000
Participant contributions to plan in this plan year2022-05-03103590
Value of participant loans at end of plan year2022-05-0314627
Other expenses paid from plan in this plan year2022-05-030
Other contributions to plan in this plan year2022-05-030
Other income to plan in this plan year2022-05-03144815
Plan net income in this plan year2022-05-03219874
Net assets as of the end of the plan year2022-05-031256696
Net assets as of the beginning of the plan year2022-05-031036822
Employer contributions to plan in this plan year2022-05-0335094
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-031993
2010 : ASSOCIATION SERVICES GROUP 401(K) P/S PLAN 2010 401k financial data
Total income from all sources2010-12-31$41,955
Expenses. Total of all expenses incurred2010-12-31$8,052
Benefits paid (including direct rollovers)2010-12-31$8,052
Total plan assets at end of year2010-12-31$128,126
Total plan assets at beginning of year2010-12-31$94,223
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$22,175
Other income received2010-12-31$13,999
Net income (gross income less expenses)2010-12-31$33,903
Net plan assets at end of year (total assets less liabilities)2010-12-31$128,126
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$94,223
Total contributions received or receivable from employer(s)2010-12-31$5,781
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number516683
Policy instance 1

Potentially related plans

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