Plan5500

Amerifirst Financial, Inc. 401k Plan — Form 5500 plan (Amerifirst Financial, 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, Amerifirst Financial, Inc. 401k Plan is a benefit plan reported by Amerifirst Financial, Inc. under EIN 86-0634557 and plan number 001. The latest loaded filing year is 2023. The filing reports 680 participants and $7,047,840 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Amerifirst Financial, Inc.
EIN
86-0634557
Plan number
001
Plan type
2
Location
Mesa, AZ
Latest filing year
2023
Participants
680
End-of-year plan assets
$7,047,840

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023680H, C20240805171438NAL0001551681001
2023263H, C20241118153527NAL0002796016001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$7,047,840

Income & contributions

Participant contributions
$630
Total contributions
$630
Total income / additions
$765,165

Expenses & distributions

Benefits paid
$7,741,073
Administrative expenses
$71,932
Total expenses
$7,813,005
Net increase / (decrease)
-$7,047,840

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$60,166$02023
Decisionpoint FinancialADVISOR$59,323not reported in the loaded dataset2023
Decisionpoint FinancialADVISOR$47,831not reported in the loaded dataset2023
Mansperger Patterson & Mcmullin, PlAUDITOR$25,636not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$24,101$02023

Related Form 5500 pages