2023 Form 5500 filing — Afiniti 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240304112854NAL0011995859001) for Afiniti 401(K) Plan, reported by Afiniti Inc. under EIN 55-0872266 and plan number 001. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240304112854NAL0011995859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Afiniti Inc.
- EIN
- 55-0872266
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 202
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,833,730
- Total liabilities (EOY)
- $101,473
- Net assets (EOY)
- $14,732,257
- Employer contributions
- $1,264,477
- Participant contributions
- $2,598,956
- Total income / additions
- $6,116,051
- Benefits paid
- $1,967,119
- Administrative expenses
- $64,752
- Total expenses
- $2,049,914
- Net increase / (decrease)
- $4,066,137
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mass Mutual Life Insurance Co. | N/A | $29,953 | $52 |
| Merrill Lynch Pierce Fenner | INVESTMENT ADVISOR | $18,210 | not reported in the loaded dataset |
| The Retirement Advantage Inc | CONTRACT ADMIN | $7,680 | $5,896 |
| Merrill Lynch Pierce Fenner Smith | N/A | $12,513 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $2,221 | $0 |
| The Retirement Advantage | N/A | $0 | $1,658 |