2023 Form 5500 filing — Afs-Usa 403(B)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 20240926144713NAL0000813553001) for Afs-Usa 403(B)Plan, reported by Afs Usa under EIN 39-1711417 and plan number 003. It reports 403 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)$24MReported net assets$23,979,028
Participants403
Provider compensation$47.1K3 Schedule C row(s)$47,123
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240926144713NAL0000813553001
Plan sponsor
Afs Usa
EIN
39-1711417
Plan number
003
Location
New York, NY
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)$24M total assets
Net assets$24MLiabilities$0
Money in vs. money out
Total income / additions$4.1M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$317.3K
Participant$471.8K
Full reported line items
Total assets (EOY)
$23,979,028
Total liabilities (EOY)
$0
Net assets (EOY)
$23,979,028
Employer contributions
$317,275
Participant contributions
$471,840
Total income / additions
$4,074,237
Benefits paid
$1,258,141
Administrative expenses
$41,199
Total expenses
$1,299,660
Net increase / (decrease)
$2,774,577
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISORY · Direct $22.8K · Indirect $5
  2. 2
    CONTRACT ADMINISTRATOR · Direct $18.4K · Indirect $0
  3. 3
    CONTRACT ADMINISTRATOR · Direct $0 · Indirect $5.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240926144713NAL0000813553001 cover?
It is the 2023 Form 5500 filing for Afs-Usa 403(B)Plan, reported by Afs Usa (EIN 39-1711417).
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