Plan5500

Amerifirst Financial Corporation Profit Sharing And Retirement Savings Plan — Form 5500 plan (Amerifirst Financial Corporation)

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, Amerifirst Financial Corporation Profit Sharing And Retirement Savings Plan is a benefit plan reported by Amerifirst Financial Corporation under EIN 38-2699549 and plan number 001. The latest loaded filing year is 2023. The filing reports 624 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Amerifirst Financial Corporation
EIN
38-2699549
Plan number
001
Plan type
2
Location
Kalamazoo, MI
Latest filing year
2023
Participants
624
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023624H, C20240916191027NAL0004740722001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$24,505,510

Income & contributions

Total contributions
$0
Total income / additions
$1,005,315

Expenses & distributions

Benefits paid
$25,449,572
Administrative expenses
$58,285
Total expenses
$25,510,825
Net increase / (decrease)
-$24,505,510

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$46,544$02023
Mercer Global Advisors Inc.INVESTMENT ADVISORY$11,741$52023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages