2023 Form 5500 filing — Achievement First, Inc. 403(B) 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 20250411141633NAL0012675235001) for Achievement First, Inc. 403(B) Plan, reported by Achievement First, Inc. under EIN 65-1203744 and plan number 001. It reports 2,815 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411141633NAL0012675235001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Achievement First, Inc.
- EIN
- 65-1203744
- Plan number
- 001
- Location
- New Haven, CT
- Participants
- 2,815
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $88,240,879
- Net assets (EOY)
- $88,240,879
- Employer contributions
- $3,560,834
- Participant contributions
- $4,893,080
- Total income / additions
- $18,040,517
- Benefits paid
- $9,551,165
- Administrative expenses
- $456,917
- Total expenses
- $10,175,460
- Net increase / (decrease)
- $7,865,057
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $370,658 | $0 |
| American Portfolios Financial | BROKER | $0 | $103,606 |
| Cohn Reznick, Llp | AUDITOR | $48,500 | not reported in the loaded dataset |
| Magii Pension Services, LLC | TPA | $33,750 | not reported in the loaded dataset |
| Variable Annuity Life Insurance Co. | RECORD KEEPER | $29,703 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |