2023 Form 5500 filing — Amended And Restated Affinity Bank Employee Stock Ownership 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 20240403153720NAL0007695907001) for Amended And Restated Affinity Bank Employee Stock Ownership Plan, reported by Affinity Bank under EIN 30-1030292 and plan number 002. It reports 109 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240403153720NAL0007695907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Affinity Bank
- EIN
- 30-1030292
- Plan number
- 002
- Location
- Covington, GA
- Participants
- 109
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,807,188
- Total liabilities (EOY)
- $5,133,878
- Net assets (EOY)
- $3,673,310
- Employer contributions
- $330,343
- Total income / additions
- $791,961
- Benefits paid
- $59,207
- Administrative expenses
- $171,997
- Total expenses
- $231,204
- Net increase / (decrease)
- $560,757
- Schedule source
- Schedule I