American Family Association, 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, American Family Association, Inc. (EIN 64-0607275) is a plan sponsor located in Tupelo, MS 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
64-0607275
Location
Tupelo, MS
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for American Family Association, Inc.

  • 1 loaded plans hold $9.6M in reported assets.
  • The largest, American Family Association, Inc. 401k Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 145 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.6MSummed across loaded plans$9,570,912
Total reported assets$9.6M$9,580,960
Total reported participants145
Total reported liabilities$10K$10,048

Reported net position

Reported assets = net assets + liabilities (summed)$9.6M total assets
Net assets$9.6MLiabilities$10K
Contributions & income
Employer contributions$453K
Participant contributions$502.5K
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.1M
Net increase / (decrease)$901K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%American Family Association, Inc. 401k Plan And Trust
Participants per plan145Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 145 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for American Family Association, Inc.. Open one for its full reported snapshot.

  1. 2023
    American Family Association, Inc. 401k Plan And Trust145 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does American Family Association, Inc. report on Form 5500?
American Family Association, Inc. (EIN 64-0607275) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for American Family Association, Inc.?
The Employer Identification Number (EIN) reported for American Family Association, Inc. is 64-0607275.
What is the latest Form 5500 filing year for American Family Association, Inc.?
The latest loaded Form 5500 filing year for American Family Association, Inc. is 2023.

Related Form 5500 pages