Actors' Fund Of America 401(K) Plan — Form 5500 plan (Actors' Fund Of America)
Plain-English plan 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, Actors' Fund Of America 401(K) Plan is a benefit plan reported by Actors' Fund Of America under EIN 13-1635251 and plan number 003. The latest loaded filing year is 2023. The filing reports 360 participants and $31,985,615 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Actors' Fund Of America
- EIN
- 13-1635251
- Plan number
- 003
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 360
- End-of-year plan assets
- $31,985,615
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 360 | H, C | 20241011130510NAL0012511923001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,985,615
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,985,615
- Net assets (BOY)
- $26,575,599
Income & contributions
- Employer contributions
- $1,232,901
- Participant contributions
- $1,449,330
- Total contributions
- $2,702,800
- Total income / additions
- $7,539,357
Expenses & distributions
- Benefits paid
- $2,148,508
- Administrative expenses
- -$19,167
- Total expenses
- $2,129,341
- Net increase / (decrease)
- $5,410,016
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Reedmark Advisors, LLC | INVESTMENT ADVISOR | $26,005 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$47,860 | $0 | 2023 |