2023 Form 5500 filing — Alternative Family Services Tax Sheltered Annuity 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 20241009143141NAL0031572448001) for Alternative Family Services Tax Sheltered Annuity Plan, reported by Alternative Family Services, Inc. under EIN 94-2427088 and plan number 001. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009143141NAL0031572448001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alternative Family Services, Inc.
- EIN
- 94-2427088
- Plan number
- 001
- Location
- Santa Rosa, CA
- Participants
- 195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,924,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,924,645
- Employer contributions
- $184,171
- Participant contributions
- $331,980
- Total income / additions
- $1,500,301
- Benefits paid
- $1,895,552
- Administrative expenses
- $10,248
- Total expenses
- $1,905,800
- Net increase / (decrease)
- -$405,499
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya | RECORDKEEPER | $7,048 | $0 |
| Fidelity | RECORDKEEPER | $3,200 | $0 |