2023 Form 5500 filing — Afg Group, Inc. 401(K) 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 20240913114702NAL0005052803001) for Afg Group, Inc. 401(K) Plan, reported by Afg Group Inc under EIN 54-1978935 and plan number 001. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7MReported net assets$7,025,875
Participants149
Provider compensation$34.3K2 Schedule C row(s)$34,334
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240913114702NAL0005052803001
Plan sponsor
Afg Group Inc
EIN
54-1978935
Plan number
001
Location
Herndon, VA
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$7M total assets
Net assets$7MLiabilities$0
Money in vs. money out
Total income / additions$2.3M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$192.1K
Participant$1M
Full reported line items
Total assets (EOY)
$7,025,875
Total liabilities (EOY)
$0
Net assets (EOY)
$7,025,875
Employer contributions
$192,066
Participant contributions
$1,022,427
Total income / additions
$2,275,766
Benefits paid
$1,446,038
Administrative expenses
$34,335
Total expenses
$1,480,512
Net increase / (decrease)
$795,254
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $29.4K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $4.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240913114702NAL0005052803001 cover?
It is the 2023 Form 5500 filing for Afg Group, Inc. 401(K) Plan, reported by Afg Group Inc (EIN 54-1978935).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages