Plan5500

Adfitech, Inc. 401(K) Plan — Form 5500 plan (Adfitech, 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, Adfitech, Inc. 401(K) Plan is a benefit plan reported by Adfitech, Inc. under EIN 75-2645820 and plan number 001. The latest loaded filing year is 2023. The filing reports 216 participants and $8,520,063 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Adfitech, Inc.
EIN
75-2645820
Plan number
001
Plan type
2
Location
Edmond, OK
Latest filing year
2023
Participants
216
End-of-year plan assets
$8,520,063

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023216H, C20241010105227NAL0020854945001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,520,063
Total liabilities (EOY)
$13,768
Net assets (EOY)
$8,506,295
Net assets (BOY)
$7,712,099

Income & contributions

Participant contributions
$216,305
Total contributions
$216,670
Total income / additions
$1,554,056

Expenses & distributions

Benefits paid
$684,628
Administrative expenses
$75,232
Total expenses
$759,860
Net increase / (decrease)
$794,196

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins. Co. Of AmericaRECORDKEEPER$51,852$02023
BancfirstINVESTMENT ADVISOR$23,463not reported in the loaded dataset2023
Employee Benefits Group, LLCTPA$0$8,6032023

Related Form 5500 pages