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, Alternative Family Services Tax Sheltered Annuity Plan is a benefit plan reported by Alternative Family Services, Inc. under EIN 94-2427088 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $4,924,645 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,924,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,924,645
- Net assets (BOY)
- $5,330,144
Income & contributions
- Employer contributions
- $184,171
- Participant contributions
- $331,980
- Total contributions
- $641,196
- Total income / additions
- $1,500,301
Expenses & distributions
- Benefits paid
- $1,895,552
- Administrative expenses
- $10,248
- Total expenses
- $1,905,800
- Net increase / (decrease)
- -$405,499