2023 Form 5500 filing — Affinity Plus 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 20241008131627NAL0008378707001) for Affinity Plus 401(K) Retirement Plan, reported by Affinity Plus Federal Credit Union under EIN 41-0557541 and plan number 033. It reports 753 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008131627NAL0008378707001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Affinity Plus Federal Credit Union
- EIN
- 41-0557541
- Plan number
- 033
- Location
- Saint Paul, MN
- Participants
- 753
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,865,661
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,865,661
- Employer contributions
- $3,178,973
- Participant contributions
- $3,898,355
- Total income / additions
- $20,049,067
- Benefits paid
- $1,907,418
- Administrative expenses
- $69,640
- Total expenses
- $1,977,058
- Net increase / (decrease)
- $18,072,009
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marks Group Wealth Management | INVESTMENT ADVISORY | $0 | $90,555 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $69,640 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |