American Future Systems, Inc. 401(K) Savings And Profit Sharing Plan — Form 5500 plan (American Future Systems, Inc. Dba Successfuel)
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, American Future Systems, Inc. 401(K) Savings And Profit Sharing Plan is a benefit plan reported by American Future Systems, Inc. Dba Successfuel under EIN 23-1897431 and plan number 001. The latest loaded filing year is 2023. The filing reports 355 participants and $16,719,210 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Future Systems, Inc. Dba Successfuel
- EIN
- 23-1897431
- Plan number
- 001
- Plan type
- 2
- Location
- King Of Prussia, PA
- Latest filing year
- 2023
- Participants
- 355
- End-of-year plan assets
- $16,719,210
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 355 | H, C | 20241011090856NAL0010755683001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,719,210
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,719,210
- Net assets (BOY)
- $16,226,316
Income & contributions
- Employer contributions
- $113,415
- Participant contributions
- $456,004
- Total contributions
- $569,419
- Total income / additions
- $3,070,158
Expenses & distributions
- Benefits paid
- $2,497,278
- Administrative expenses
- $77,563
- Total expenses
- $2,577,264
- Net increase / (decrease)
- $492,894
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $52,750 | $0 | 2023 |
| Marcum Llp | SERVICE PROVIDER | $16,640 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | SERVICE PROVIDER | $8,173 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Future Systems, Inc. Dba Successfuel
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in King Of Prussia, PA
- Lincoln National Corporation — Schedule C compensation
- Marcum Llp — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation