2023 Form 5500 filing — Board Of Trustees Of The America'S Family 401(K) Benefit Trust Fund
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 20241015155316NAL0048766816005) for Board Of Trustees Of The America'S Family 401(K) Benefit Trust Fund, reported by America'S Family Benefit Plans under EIN 16-1548854 and plan number 002. It reports 973 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155316NAL0048766816005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- America'S Family Benefit Plans
- EIN
- 16-1548854
- Plan number
- 002
- Location
- Williamsville, NY
- Participants
- 973
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,641,527
- Total liabilities (EOY)
- $34,544
- Net assets (EOY)
- $24,606,983
- Employer contributions
- $342,058
- Participant contributions
- $785,484
- Total income / additions
- $5,404,156
- Benefits paid
- $2,990,658
- Administrative expenses
- $247,819
- Total expenses
- $3,238,477
- Net increase / (decrease)
- $2,165,679
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| William Ochocinski | EMPLOYEE | $52,024 | not reported in the loaded dataset |
| Michelle Ochocinski | EMPLOYEE | $23,348 | not reported in the loaded dataset |
| Raymond Morgan, Jr. | EMPLOYEE | $13,319 | not reported in the loaded dataset |
| Efpr Group, Cpa'S, Pllc | NONE | $10,600 | not reported in the loaded dataset |
| Compliance Systems, Inc. | NONE | $7,200 | not reported in the loaded dataset |
| Softpath, Inc. | NONE | $6,143 | not reported in the loaded dataset |