Affinitiv 401(K) Plan — Form 5500 plan (Affinitiv, 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, Affinitiv 401(K) Plan is a benefit plan reported by Affinitiv, Inc. under EIN 81-3352377 and plan number 001. The latest loaded filing year is 2023. The filing reports 701 participants and $29,098,536 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Affinitiv, Inc.
EIN
81-3352377
Plan number
001
Plan type
2
Location
Buffalo Grove, IL
Latest filing year
2023
Participants
701
End-of-year plan assets
$29,098,536

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023701H, C20241014144048NAL0015125011001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,098,536
Total liabilities (EOY)
$0
Net assets (EOY)
$29,098,536
Net assets (BOY)
$25,330,956

Income & contributions

Employer contributions
$838,835
Participant contributions
$2,661,137
Total contributions
$4,095,778
Total income / additions
$8,537,570

Expenses & distributions

Benefits paid
$4,695,828
Administrative expenses
$74,162
Total expenses
$4,769,990
Net increase / (decrease)
$3,767,580

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$39,162$02023
Gallagher Fiduciary Advisors LLCADVISOR$35,000not reported in the loaded dataset2023

Related Form 5500 pages