Adfinitas Management, LLC — 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, Adfinitas Management, LLC (EIN 45-2540636) is a plan sponsor located in Hanover, MD 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
45-2540636
Location
Hanover, MD
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$40,434,910
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$40,434,910

Contributions & income

Employer contributions
$846,861
Participant contributions
$3,376,744
Total income / additions
$10,609,505

Expenses & distributions

Benefits paid / distributions
$3,284,894
Total expenses
$3,401,110
Net increase / (decrease)
$7,208,395

Coverage

Total reported participants
824
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

Adfinitas Management, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Adfinitas Health 401(K) Retirement Plan001562$40,434,9102023
Adfinitas Health Welfare Benefit Plan501262not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Adfinitas Management, LLC
YearPlanParticipantsSchedulesFiling
2023Adfinitas Health Welfare Benefit Plan26220240912182026NAL0010523473001
2023Adfinitas Health 401(K) Retirement Plan562H, C20241004132343NAL0019686160001

Related Form 5500 pages