Achievement First, 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, Achievement First, Inc. (EIN 65-1203744) is a plan sponsor located in New Haven, CT 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
65-1203744
Location
New Haven, CT
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$88,240,879
Total reported net assets (EOY)
$88,240,879

Contributions & income

Employer contributions
$3,560,834
Participant contributions
$4,893,080
Total income / additions
$18,040,517

Expenses & distributions

Benefits paid / distributions
$9,551,165
Total expenses
$10,175,460
Net increase / (decrease)
$7,865,057

Coverage

Total reported participants
3,041
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

Achievement First, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Achievement First, Inc. 403(B) Plan0012,815$88,240,8792023
Achievement First, Inc. Welfare Benefit Plan501226not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Achievement First, Inc.
YearPlanParticipantsSchedulesFiling
2023Achievement First, Inc. Welfare Benefit Plan22620250127120446NAL0012961649001
2023Achievement First, Inc. 403(B) Plan2,815H, C20250411141633NAL0012675235001

Related Form 5500 pages