2023 Form 5500 filing — American Financial Services Association 401(K) Savings Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240717095542NAL0006575728001) for American Financial Services Association 401(K) Savings Plan, reported by American Financial Services Association under EIN 53-0025360 and plan number 001. It reports 34 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.7MReported net assets$9,738,133
Participants34
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240717095542NAL0006575728001
Plan sponsor
American Financial Services Association
EIN
53-0025360
Plan number
001
Location
Washington, DC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.7M total assets
Net assets$9.7MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$524.8K
Benefits paid / distributions$493.3K
Contributions
Employer$347.9K
Participant$402.9K
Full reported line items
Total assets (EOY)
$9,738,133
Total liabilities (EOY)
$0
Net assets (EOY)
$9,738,133
Employer contributions
$347,902
Participant contributions
$402,884
Total income / additions
$2,117,828
Benefits paid
$493,267
Administrative expenses
$31,563
Total expenses
$524,830
Net increase / (decrease)
$1,592,998

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240717095542NAL0006575728001 cover?
It is the 2023 Form 5500 filing for American Financial Services Association 401(K) Savings Plan, reported by American Financial Services Association (EIN 53-0025360).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages