2023 Form 5500 filing — Afx, Inc. 401(K) Savings & Retirement 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 20240809101327NAL0010755024001) for Afx, Inc. 401(K) Savings & Retirement Plan, reported by Afx, Inc. under EIN 36-0725370 and plan number 004. It reports 83 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.4MReported net assets$8,412,909
Participants83
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240809101327NAL0010755024001
Plan sponsor
Afx, Inc.
EIN
36-0725370
Plan number
004
Location
Waukegan, IL
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)$8.4M total assets
Net assets$8.4MLiabilities
Money in vs. money out
Total income / additions$1.9M
Total expenses$787.1K
Benefits paid / distributions$754.2K
Contributions
Employer$149.4K
Participant$446K
Full reported line items
Total assets (EOY)
$8,412,909
Net assets (EOY)
$8,412,909
Employer contributions
$149,362
Participant contributions
$446,013
Total income / additions
$1,889,010
Benefits paid
$754,158
Administrative expenses
$32,985
Total expenses
$787,143
Net increase / (decrease)
$1,101,867

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240809101327NAL0010755024001 cover?
It is the 2023 Form 5500 filing for Afx, Inc. 401(K) Savings & Retirement Plan, reported by Afx, Inc. (EIN 36-0725370).
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