2023 Form 5500 filing — American Future Systems, Inc. 401(K) Savings And Profit Sharing 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 20241011090856NAL0010755683001) for American Future Systems, Inc. 401(K) Savings And Profit Sharing Plan, reported by American Future Systems, Inc. Dba Successfuel under EIN 23-1897431 and plan number 001. It reports 355 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)$16.7MReported net assets$16,719,210
Participants355
Provider compensation$77.6K3 Schedule C row(s)$77,563
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011090856NAL0010755683001
- Plan sponsor
- American Future Systems, Inc. Dba Successfuel
- EIN
- 23-1897431
- Plan number
- 001
- Location
- King Of Prussia, PA
- Received date
- not reported in the loaded dataset
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)$16.7M total assets
Net assets$16.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $16,719,210
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,719,210
- Employer contributions
- $113,415
- Participant contributions
- $456,004
- Total income / additions
- $3,070,158
- Benefits paid
- $2,497,278
- Administrative expenses
- $77,563
- Total expenses
- $2,577,264
- Net increase / (decrease)
- $492,894
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $52,750 | $0 |
| Marcum Llp | SERVICE PROVIDER | $16,640 | not reported in the loaded dataset |
| Envestnet Retirement Solutions, LLC | SERVICE PROVIDER | $8,173 | not reported in the loaded dataset |