American Forest Management, Inc. 401(K) Plan — Form 5500 plan (American Forest Management, Inc.)
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 Forest Management, Inc. 401(K) Plan is a benefit plan reported by American Forest Management, Inc. under EIN 57-0682169 and plan number 001. The latest loaded filing year is 2023. The filing reports 328 participants and $44,608,506 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Forest Management, Inc.
- EIN
- 57-0682169
- Plan number
- 001
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 328
- End-of-year plan assets
- $44,608,506
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 328 | H, C | 20241014154459NAL0027761953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,608,506
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,608,506
- Net assets (BOY)
- $38,727,245
Income & contributions
- Employer contributions
- $832,436
- Participant contributions
- $1,969,604
- Total contributions
- $2,890,745
- Total income / additions
- $9,215,629
Expenses & distributions
- Benefits paid
- $3,256,929
- Administrative expenses
- $77,439
- Total expenses
- $3,334,368
- Net increase / (decrease)
- $5,881,261
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $71,930 | $0 | 2023 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY | $5,509 | $28,491 | 2023 |
| Greerwalker, Llp | ACCOUNTANT | $0 | $15,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Forest Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Principal Life Insurance Company — Schedule C compensation
- Kestra Advisory Services, LLC — Schedule C compensation
- Greerwalker, Llp — Schedule C compensation