How many benefit plans does Automated Financial Systems, Inc report on Form 5500?

Automated Financial Systems, Inc (EIN 23-1724335) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Automated Financial Systems, Inc?

The Employer Identification Number (EIN) reported for Automated Financial Systems, Inc is 23-1724335.

What is the latest Form 5500 filing year for Automated Financial Systems, Inc?

The latest loaded Form 5500 filing year for Automated Financial Systems, Inc is 2023.

Automated Financial Systems, 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, Automated Financial Systems, Inc (EIN 23-1724335) is a plan sponsor located in Exton, PA with 1 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: 23-1724335
Location: Exton, PA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $76,821,412
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $76,821,412

Contributions & income

Employer contributions: $856,614
Participant contributions: $3,739,720
Total income / additions: $17,483,463

Expenses & distributions

Benefits paid / distributions: $11,318,813
Total expenses: $11,400,830
Net increase / (decrease): $6,082,633

Coverage

Total reported participants: 690
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

Automated Financial Systems, Inc plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Automated Financial Systems, Inc. 401(K) Salary Reduction Plan	001	404	$76,821,412	2023
Automated Financial Systems, Inc Health And Welfare Plan	501	286	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Automated Financial Systems, Inc
Year	Plan	Participants	Schedules	Filing
2023	Automated Financial Systems, Inc. 401(K) Salary Reduction Plan	404	H, C	20240722115219NAL0017405248001
2023	Automated Financial Systems, Inc Health And Welfare Plan	286	—	20241210112133NAL0011740081001