Aafcpas, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Aafcpas, Inc. (EIN 04-2571780) is a plan sponsor located in Westborough, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-2571780
Location
Westborough, MA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$46,858,108
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$46,858,108

Contributions & income

Employer contributions
$1,130,997
Participant contributions
$3,231,150
Total income / additions
$11,412,830

Expenses & distributions

Benefits paid / distributions
$1,231,254
Total expenses
$1,236,446
Net increase / (decrease)
$10,176,384

Coverage

Total reported participants
652
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Aafcpas, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Aafcpas, Inc 401(K) Savings Plan001366$46,858,1082023
Aafcpas, Inc. Health & Welfare Plan501286not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Aafcpas, Inc.
YearPlanParticipantsSchedulesFiling
2023Aafcpas, Inc 401(K) Savings Plan366H, C20240703095242NAL0009348192001
2023Aafcpas, Inc. Health & Welfare Plan28620241122154025NAL0003220752001

Related Form 5500 pages