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, Adfinitas Health 401(K) Retirement Plan is a benefit plan reported by Adfinitas Management, LLC under EIN 45-2540636 and plan number 001. The latest loaded filing year is 2023. The filing reports 562 participants and $40,434,910 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,434,910
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,434,910
- Net assets (BOY)
- $33,226,515
Income & contributions
- Employer contributions
- $846,861
- Participant contributions
- $3,376,744
- Total contributions
- $4,437,458
- Total income / additions
- $10,609,505
Expenses & distributions
- Benefits paid
- $3,284,894
- Administrative expenses
- $116,216
- Total expenses
- $3,401,110
- Net increase / (decrease)
- $7,208,395