2023 Form 5500 filing — Afg Distribution, Inc. 401(K) Retirement 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 20240722050740NAL0009620481001) for Afg Distribution, Inc. 401(K) Retirement Plan, reported by Afg Distribution Inc under EIN 27-1590763 and plan number 001. It reports 152 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.7MReported net assets$3,654,015
Participants152
Provider compensation$19.7K2 Schedule C row(s)$19,678
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240722050740NAL0009620481001
Plan sponsor
Afg Distribution Inc
EIN
27-1590763
Plan number
001
Location
Asheville, NC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.7M total assets
Net assets$3.7MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$592.8K
Benefits paid / distributions$573.1K
Contributions
Employer$252.4K
Participant$425K
Full reported line items
Total assets (EOY)
$3,654,015
Total liabilities (EOY)
$0
Net assets (EOY)
$3,654,015
Employer contributions
$252,393
Participant contributions
$425,037
Total income / additions
$1,232,954
Benefits paid
$573,088
Administrative expenses
$19,679
Total expenses
$592,767
Net increase / (decrease)
$640,187
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $17.2K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $2.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240722050740NAL0009620481001 cover?
It is the 2023 Form 5500 filing for Afg Distribution, Inc. 401(K) Retirement Plan, reported by Afg Distribution Inc (EIN 27-1590763).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages