2023 Form 5500 filing — Affinity Business Experts, Inc. 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 20241001100354NAL0003889187001) for Affinity Business Experts, Inc. 401(K) Plan, reported by Affinity Business Experts, Inc. under EIN 27-0638727 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$395.6KReported net assets$395,614
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241001100354NAL0003889187001
Plan sponsor
Affinity Business Experts, Inc.
EIN
27-0638727
Plan number
001
Location
Ossining, NY
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$395.6K total assets
Net assets$395.6KLiabilities$0
Money in vs. money out
Total income / additions$63.8K
Total expenses$13.3K
Benefits paid / distributions$11.8K
Contributions
Employer$5.9K
Participant$23.8K
Full reported line items
Total assets (EOY)
$395,614
Total liabilities (EOY)
$0
Net assets (EOY)
$395,614
Employer contributions
$5,946
Participant contributions
$23,764
Total income / additions
$63,829
Benefits paid
$11,841
Administrative expenses
$1,497
Total expenses
$13,338
Net increase / (decrease)
$50,491

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001100354NAL0003889187001 cover?
It is the 2023 Form 5500 filing for Affinity Business Experts, Inc. 401(K) Plan, reported by Affinity Business Experts, Inc. (EIN 27-0638727).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages